Tag Archives: estate planning documents

Important Steps to Take When Preparing Your Estate Plan

Tweet In my last blog I told you about my neighbors Mr. and Mrs. P.  Fortunately for Mrs. P, her next door neighbor is a financial planner, so I’m able to help her during this time of transition.  That being … Continue reading

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What are the Minimum Documents I Need for a Basic Estate Plan?

Tweet The other day I was spending some quality time with a very good friend of mine, enjoying the nice spring weather and having a great time talking about various topics, when as often happens the cell phone rings.  After … Continue reading

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7 Steps to Follow after Losing a Loved One

Tweet My neighbor Mr. P passed away several weeks ago, and now I find myself in the difficult position of having to help Mrs. P sort through all the financial details.  Mr. P took care of all the financial decisions … Continue reading

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