Updates, News and Reminders

What are POD and TODs? They are an increasingly popular method of providing for the distribution of financial accounts at your death. They are helpful in certain situations; however, there are critical limitations and risks associated with using them.

The reality is that every one of us is at risk of becoming a ward of the state – under order and control of the court system.

There is good that comes from every challenging situation. Often, we have to let go of our resistance and take advantage of new opportunities. Most noteworthy, Zoom meetings are one of those opportunities.

There are a number of developments in the new tax law and other laws to keep in mind as they may impact you and your family significantly.

Simply put, you can be declared legally disabled if someone petitions the court with the allegation that you are not fully able to manage your person or estate.