Whether you’re buying or selling a home, your team of expert advisors should include a real estate lawyer as well as a REALTOR®. Your REALTOR® can help you find the right house or the right buyer and negotiate a price and closing date that are right for you. Your lawyer can review any offer you […]

1. Create a file labeled “My Estate Plan” Place copies of all your estate planning documents in one file clearly labeled “My Estate Plan” and put them in a drawer or box. This file should include your will, end-of-life instructions (advance directives and a medical power of attorney), living trusts, organ donation wishes, guardianship decisions, […]

When a loved one passes away, there are many issues the survivors need to navigate during an already extremely difficult time. Having to make funeral plans, notify friends and family and start the grieving process can be overwhelming. Unfortunately, there are also several critical financial items that need your attention. 1. Request death certificates The […]