Getting Legal Documents Signed During COVID -- Another Reason to Not Go It Alone

 

Wills, trusts, health care directives, powers of attorney, and legal guardian nominations are on many of our hearts and minds as COVID-19 compels us to face our own fragility and mortality.

 

It’s not as if we didn’t know we would all die (or become incapacitated) one day, but within our current reality, that “one day” has become an ever more real possibility. And one way to feel more in control over what’s happening out there is to make sure we all have...

Should You (or Your Parents) Be in the Stock Market Now?

 

If you or your parents have a retirement account, (or any investment accounts for that matter) now is the time to get connected to how those accounts are invested. While you may have outsourced all of this to a broker in the past, you can no longer afford to allow your investments to be made without your clear understanding of exactly what you are investing in, how and whether your investments align with your plans for the future.  

 

My colleague shared a story that hit home with me,...

Online Wills? When You Should, When You Shouldn't and Where to Do It

 

With all of the media about “digital wills” and “online estate planning” it could be tempting to think you can do your estate planning yourself, online. And, maybe you can. But, if you do, you need to know the potential pitfalls. Online estate planning could be a big trap for the unwary and actually leave your family worse off than if you had done nothing at all.

 

First and foremost, before you do any of your own online estate planning, it’s critical to understand your...

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