“Righting” Your Book

Want to help your clients get their house in order? Start here.

The 25 Documents You Need Before You Die

“It isn’t enough simply to sign a bunch of papers establishing an estate plan and other end-of-life instructions. You also have to make your heirs aware of them and leave the documents where they can find them.” This article talks about the most important documents to have on hand.  Read more in MarketWatch

Where’s That Advance Care Directive?

“Most of the time, patients who have advance directives — somewhere — and don’t bring them to the hospital have simply left them at home. But lawyers’ offices and safe deposit boxes are also popular locations. All of which are useless if a person can’t direct his own care, or if family members are at… Read More

Necessary Forms

This white paper provides the instructions and URL’s to obtain many of the forms for free! Necessary Forms