Finances

What To Do & Ask When Seeking A Professional Advisor

by Jen Santini March 19, 2013 Estate Planning 101

Anytime you are looking to hire a professional advisor (which for purposes of this article shall include, but is not limited to, a financial advisor, attorney, insurance agent, banker and/or accountant), you should do some [...]

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The “Power of Attorney” in Real Life

by Maggie Green September 25, 2012 Estate Planning 101

Some clients know how important the Power of Attorney document is. They may have acted as attorney-in-fact for a spouse or an elderly relative. Or they may have experienced first hand the challenges created when [...]

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Mom, Dad, are your financial affairs in order?

by Jamie Held July 13, 2012 Estate Planning 101

While speaking to clients regarding their estate plan, the topic of conversation often shifts to … “I wonder if my parents have done any planning?” As we get further into the discussion of expenses – [...]

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Economic Update

by J.B. L'Esperance May 9, 2012 Guest Articles

Our good fortune has continued with expanded growth in the markets.  This is typical of an election year and if history is any indication, there should be more of this to come.  The Dow Jones [...]

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What Happens To Debt At Death?

by Jayne Sykora March 1, 2011 Estate Planning 101

Since I am an estate planning attorney, clients, family, friends, and even strangers, often ask about what happens to any debt they may have at their deaths. Most often, people are concerned about whether loved [...]

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The Benefits of Utilizing Corporate Trustees in Your Estate Plan

by Adam Cox October 18, 2010 Estate Planning 101

Selection of the appropriate trustee is often an emotional decision. While many grantors may feel that naming someone outside the family to act as trustee may be seen as a “vote of no confidence” for [...]

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Review of Do-it-yourself Estate Plans

by Maggie Green October 4, 2010 Real Estate

I knew it was coming.  The dreaded question: “Can I use a will-maker software program rather than have an attorney draft my estate plan?” My explanation of the risks and pitfalls does not always satisfy [...]

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