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Avoiding a Storm – Gather Your Vital Docs

Avoiding a Storm – Gather Your Vital Docs

by Nanette Duffey | Sep 25, 2023 | Insights, Legal Documents, Paperwork

There are certain documents in life you can’t get by without. These documents prove important information about you, such as where you were born, your legal name, and your marital status. Obtaining certified, legal copies of these records for your files is not only...
Stay Afloat – Key Records Are Your Life Vest

Stay Afloat – Key Records Are Your Life Vest

by Nanette Duffey | Aug 22, 2023 | Insights, Legal Documents, Paperwork

When it comes to keeping accurate records, not many people think about keeping them for recreational vehicles. If it doesn’t drive on the road or cruise on the water, it’s easily overlooked as a “toy” rather than a machine that benefits from keeping maintenance...
Breaking a Mental Health Stigma – Write a PAD

Breaking a Mental Health Stigma – Write a PAD

by Nanette Duffey | May 30, 2023 | Insights, Legal Documents

You’ve heard of an advance directive, which puts into writing your wishes should you become incapacitated or unable to communicate your healthcare treatments of choice, but have you heard of a psychiatric advance directive (PAD)? A PAD is similar and is meant for...
Does Estate Planning Feel Like Jumping Off a Cliff?

Does Estate Planning Feel Like Jumping Off a Cliff?

by Nanette Duffey | May 18, 2023 | Insights, Legal Documents

Towering many feet up in the air, peering over the edge with her toes curled tightly around the rock a diver nervously looks over the edge. She fears the dive, but jumps first, and splashes down in the water. Now, with palms sweating and knees shaking, it’s your turn...
#Adulting – Putting on Your Grown-Up Glasses of Reality

#Adulting – Putting on Your Grown-Up Glasses of Reality

by Nanette Duffey | May 1, 2023 | Insights, Legal Documents

No matter your age, every adult, including yourself, needs to think about end-of-life planning. Far too often, men and women are left picking up the pieces after the unexpected death of their spouse in their 40’s and 50’s and are grieving while trying to make funeral...
Keeping Key Records for Kids of All Ages

Keeping Key Records for Kids of All Ages

by Nanette Duffey | Sep 29, 2022 | Insights, Legal Documents

Every stage of life has key records you’ll need to keep accessible as you and your family members progress through the milestone seasons of life. Whether you’re a student pursuing a high school diploma, middle-aged work refining your financial plan, or older pursuing...
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Recent Posts

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  • The 10-Year Horizon: Peering Into the Future
  • Deed It Right: Don’t Hang Your Heirs Out to Dry
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