“Righting” Your Book

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

How to Prepare Financially for being a Widow/Widower

Checklists are important, mainly as we approach end-of-life. This article highlights the numerous items we should be covering with our clients.   Read more in USA Today

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

Guide to Getting A Client’s House in Order

Now that you have read the articles and are ready to get started, let us show you the way. This white paper provides the instructions and URL’s to obtain many of the forms for free! Getting-A-Clients-House-in-Order.pdf

Americans’ Ostrich Approach To Estate Planning

Incredibly, 51% of Americans age 55 to 64 don’t have wills, according to a survey released today by Rocket Lawyer, a website that offers low-cost legal services. Worse, 62% of those age 45 to 54 — and 67% of women that age — haven’t drafted wills. Read more in Forbes

Put This on Your Bucket List: Make a Will

‘According to a 2015 Rocket Lawyer estate-planning survey by Harris Poll, 64% of Americans don’t have a will. Of those without a plan, about 27% said there isn’t an urgent need for them to make one — and 15% said they don’t need one at all. “You can see in the data that the No…. Read More

2012 Investor Bulletin

Do you remember where your financial records are located? If something were to happen to you, would your trusted family members or confidants know where to find your financial documents?” Read more of the SEC’s recommendations (Scroll to the bottom for the section on financial records.)