Questions about our communication
There are many things in our business that we cannot directly control. Our ability to keep up to date with your financial situation is a critical element of our relationship that we can control. As such, it is very important for us to understand if our levels and methods of communication are comfortable for you. Please help us to assess how we are doing by answering the following questions.*Required fields
Asset Inventory Record Keeper
Take the time to document the important information in your life. Not only is this a convenient way to keep a better handle on your personal and financial information, it also becomes an invaluable tool for your loved ones should anything happen to you.
Download it here.
Why You Need A Will
Did you know : without a Will, your entire estate will not necessarily pass to your spouse. The estate will be distrbuted in accordance with the "laws of intestate succession". Just one of the many reasons why you need a Will. CLICK HERE to read more..
Will Planning Checklist
There are many decisions you will have to make when you draft a Will. If not thoroughly considered, some of these decisions can have unintended consequences.
Here is a checklist of some of the issues that should be discussed before you make your Will:
When you become an Executor you are really becoming a legal Trustee with all the rights and responsibilities that come with that position. This handbook provides you with a solid overview of estate settlement and will hopefully provide you with some useful information and tools to expedite your responsibilities in a timely and competent fashion. Read more.