Posts in November, 2020

Nov 30 End of the Year Review and Looking Forward for Your Business

2020 has been quite the rollercoaster. Every business needs to take stock of what happened this year then put a plan together for ...

Nov 23 The Importance of a Letter of instruction in Your Estate Plan

Whether you are starting from scratch or have an estate plan in place a letter of instruction (LOI) is an important part of any ...

Nov 16 Reduce Seniors Risk of Falling with These Ten Tips

The Centers for Disease Control and Prevention reports one out of five senior falls causes a serious injury like a broken bone or ...

Nov 09 The Importance of a Special Needs Trust in Your Estate Plan

What is a Special Needs Trust? In general, a trust is created when property or assets are managed by a person or firm for another ...

Nov 02 Understanding the Duties of a “Fiduciary”

You may be asked to be the power of attorney for a family member or friend. Your person may be planning for when they might become ...