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...
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....
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...
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...
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...
by Nanette Duffey | Apr 25, 2022 | Estate Planning, Insights, Legal Documents, Paperwork
No matter your age, your profession, or your season of life, you’ll want to assess your list of beneficiaries. Relationships and circumstances change, and sometimes, so do your recipients. Here are everyday life events when you want to complete an annual beneficiary...
