Author: Admin

About Admin

    These past few weeks have been challenging for everyone, we hope that you are all safe and healthy amid the COVID -19 pandemic. We feel extremely fortunate to be able to welcome our clients back to our office! As of Monday June 8th, we will re-open our office and resume normal business hours from 8:30am-5:30pm, […]Continue reading

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    The cornerstone of our practice has always been our care and compassion for our clients and their families. Our mission during this strange time is to accommodate you every step of the way. We feel that this is a very important time to get your estate planning done.  In this time of crisis, with the […]Continue reading

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    We hope that you are safe and healthy during this time of crisis due to the corona virus. We want you to know that we are continuing to serve our existing clients and to take new clients. Due to concerns for our clients and staff regarding the spread of the corona virus, our physical office […]Continue reading

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    January 10, 2019 Financial Exploitation of Vulnerable Adults Financial Exploitation harms millions of Americans every year. It not only takes a financial toll on the victim, but the emotional impact can be devastating. Depression, embarrassment, anxiety, social withdrawal, post-traumatic stress disorder and even dementia and psychosis are documented symptoms of victims of financial exploitation. The [...]Continue reading
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    Senior Connection Expo October 12, 2018 Probate CATEGORIES OF DECEDENT’S ASSETS Determine whether assets are in joint tenancy or community property with right of survivorship or have beneficiary designations such as pay on death or transfer on death or have named beneficiaries on life insurance, annuities, or retirement plans. These assets are not part of [...]Continue reading
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    Senior Connection Expo October 2, 2018 Trust Administration: Appointment Of Successor Trustee Review the trust document to determine who is appointed as successor trustee(s) upon the death or incapacity of the settlor (i.e. the person who created the trust). If the settlor is alive, but incapacitated, review the trust terms to ensure you have acceptable [...]Continue reading
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    Prescott Estate Planning Council Presentation August 22, 2018 Trust Administration APPOINTMENT OF SUCCESSOR TRUSTEE Review the trust document to determine who is appointed as successor trustee(s) upon the death or incapacity of the settlor. If the settlor is alive, but incapacitated, review the trust terms to ensure you have acceptable evidence of incapacity. The trustee’s [...]Continue reading
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