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Certificates, Documents, and Decrees, Oh My! Keep These Records for Life

Certificates, Documents, and Decrees, Oh My! Keep These Records for Life

by Nanette Duffey | Sep 12, 2022 | Insights, Legal Documents

There are some records you’ll want to keep for the rest of your life. These documents reflect major life events that you’ll need for future reference, either for identification purposes, proof of name change, or proof of a loved one’s passing. Here are the most...
It’s Not Luxury Until You Can Prove It

It’s Not Luxury Until You Can Prove It

by Nanette Duffey | Aug 24, 2022 | Insights, Legal Documents, Paperwork

If you’ve purchased a luxury item or received one as a gift, keeping the documents that prove its authenticity is key when it comes to resale, auction, insurance, or tax purposes. It is wise to have the physical copy of these documents safely stored. With the high...
Don’t Drive Yourself Crazy: Wheely Good Vehicle Records

Don’t Drive Yourself Crazy: Wheely Good Vehicle Records

by Nanette Duffey | Aug 8, 2022 | Insights, Legal Documents

If you’ve recently purchased or leased a vehicle, paid off a car loan, or registered a car, keeping the documents for these transactions safe is vital. These documents prove you are the legal owner of your car and that the vehicle is legally registered at the DMV....
Dispelling Common Myths & Misconceptions of a Will

Dispelling Common Myths & Misconceptions of a Will

by Nanette Duffey | May 16, 2022 | Estate Planning, Insights, Legal Documents, Paperwork

It’s easy to get caught up in misinformation and quite common to make mistakes when it comes to planning for and drafting your Will. Writing a Will can be both complicated and expensive. However, not having one increases the chances of a dispute arising after your...
May is “Older Americans Month” – It’s Time for a Chat

May is “Older Americans Month” – It’s Time for a Chat

by Nanette Duffey | May 9, 2022 | Insights, Legal Documents

Created in the 1960s by President John F. Kennedy and the National Council of Senior Citizens, May celebrates “Older Americans Month.” The month seeks to acknowledge the contributions of older persons in our country. One way to observe and honor your family is to...
Where There’s a Will There’s a Way – End of Life Planning

Where There’s a Will There’s a Way – End of Life Planning

by Nanette Duffey | May 2, 2022 | Insights, Legal Documents

It doesn’t matter if you’re young or old, the reality is that we all die. Preparing yourself and your family for the inevitable is best done sooner rather than later. Three of the best things you can do is get a Will, get a power of attorney, and get an advanced...
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