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Keep, Shred, or Scan: What to Do with Your Personal and Financial Records

Getting your personal and financial paperwork and important documents organized is always a daunting task. Moving papers from one pile to...

Guide to Writing Your Letter of Intent

A Letter (or Memorandum) of Intent communicates your preferences regarding the care of your child. In your estate planning documents,...

Getting your Financial and Estate Planning Documents Organized

Take a moment and think: Where is your last W2? Your mortgage documents? Your social security card? What about passports, bank records,...

Don't Forget to Include Your Digital Assets in Your Estate Planning

Each year we are banking, shopping, sharing information, and communicating online more than the year before. Every time we create an...

The Dangers of a DIY Power of Attorney

In this day and age, many people need to be frugal, watch their pennies, and stay within their personal budget. However, when it comes to...

Are Your Important Documents Disaster Proof?

No one likes to think about a disaster happening in their lives, but we see it in the news every day -- houses burn down, hurricanes and...

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