Where are your original estate planning documents? In a safe place – right? That safe place could be a safe deposit box at a bank, a fireproof box or safe in your home. Hopefully, not in a container that could burn or perhaps suffer water damage if there was a fire. There are certain documents […]
You and the love of your life have lived together for years being perfectly content not being married. You have acquired assets together, like a residence, a second home, bank account or other items. But what will happen when one of you dies? Thinking that because you have both names on the asset, the surviving […]
Gone are the days of paper stock certificates to evidence ownership of stock. Now, if your stock is not held in a brokerage account, it will be held in a statement account with a transfer agent such as Computershare. If your shares are held in a brokerage account, you will have the availability to have […]
You have a second home – either at the shore or in the mountains and you are very generous with letting others use the home. It may be while you are there or to enjoy your home without you. Your guests are so lucky. And you feel good knowing they are enjoying your home. But […]
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