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...
by Nanette Duffey | Sep 7, 2021 | Insights, Legal Documents
No matter your age, it’s about time you look over all your legal documents and bring them up to date. From your power of attorney to your will and from your life insurance to your health insurance, the best thing you can do for your future is to ensure all your...
