Blog

Cont'd: Your Spouse has died-Now what?

Cont'd: (My Spouse has died, time to change the will....and other things)..... Update: Since we don't have an estate (do not own a house), it is less complicated. That being said, I need to reassess if I can afford where I now live. I make...

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Office News: My Spouse has Died; Time to change the Will....etc.

It's difficult enough when one's spouse passes away. You think you're ready because he's been ill for over 2 years with many medical issues. A few years earlier you get smart and have a Will drawn up because we're both getting...

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Office News: A very satisfied client has spoken...

Had a very satisfied client in the office recently who exulted over the fact that we had been able to draft a will, power of attorney and other documents in a simple, non-legalese way that he could understand; not be mystified by legal jargon, and...

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What to do if your spouse passes away....DO YOU KNOW?

After my spouse passed away on October 8th, besides the grief one goes through, you feel completely helpless in how to proceed with the everyday tasks. I did the obvious and called Social Security to tell them about his death so his checks would...

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Do You Have a Will?

On October 8th my husband, Mike, passed away. He was sick for quite some time and I knew the day was drawing near that he would no longer be with us. I want to point out that a few years ago, we decided to have a will drawn up. We procrastinated for...

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Follow These Tips for Naming Beneficiaries

To help asset transfers go more smoothly, follow these tips for naming beneficiaries: 1) Fill forms out completely. When listing beneficiaries, include full names, Social Security numbers and relationships to you. If you have multiple beneficiaries...

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Legal News: What Happens to your Debt After You Die?

When loved ones pass away there's way too much to handle in a short time: notifying others despite feelings of intense grief; funeral arrangements; living without the departed individual; keeping or dispensing with their possessions; a potential...

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Legal Notes: The Importance of a Healthcare Proxy

The Importance of a Healthcare Proxy in Times of Crisis In times of crisis, it is of paramount importance to have proper documents in place in the event that you fall seriously ill. A health care proxy is a legal document in which you to designate an...

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Office News: What Documents Should NEVER be Shredded

This is a guide from the Federal Trade Commission (FTC): Here's a list of what should never be shredded and should ideally be stored in a safe deposit box at the bank or in a locked box: Divorce decrees Original marriage and birth...

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Office News:The Durable Power of Attorney and Health Care Proxy

Documents called a Durable Power of Attorney and Health Care Proxy, which give authority to an agent which continues despite the disability or incapacity of the make of the power. It is a substitutue for a court-appointed guardian or...

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