Natasha PattonMar 44 min readWhy 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...
Natasha PattonFeb 213 min readIs 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...
ndavislawJan 296 min readHave 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...
Natasha PattonDec 11, 20237 min readWhat if I Die Without a Will?Intestate Succession, dying with out a will.
Natasha PattonDec 11, 20235 min readWhat 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.