Why should you have an estate plan? and how can you encourage your loved ones to create an estate plan?
An estate plan can provide significant peace of mind by ensuring that your money and property are protected, plans are in place in the...
top of page
Search
Natasha Patton
Feb 213 min read
Is Your Estate Plan Up to Date?
Take this simple test to see if it is. 1. Have you prepared a will or a trust? Without proactive planning, you are relying on the state...
31 views0 comments
ndavislaw
Jan 296 min read
Have you planned for Secure 2.0 in your Retirement Accounts?
SECURE 2.0 Act How It Affects You and Your Retirement Account Beneficiaries On December 29, 2022, President Biden signed the Setting...
25 views0 comments
Natasha Patton
Dec 11, 20237 min read
What if I Die Without a Will?
Intestate Succession, dying with out a will.
17 views
Natasha Patton
Dec 11, 20235 min read
What happens if my adult child does not have a Healthcare Power of Attorney?
At 18 individuals are considered legal adults; it also means parents no longer have default legal authority to make medical decisions.
24 views
bottom of page