Estate planning requires us to confront many challenging issues. For some, the thought of facing their mortality is difficult, at any age. Others are daunted by this complicated undertaking, and they’re afraid to make a mistake – so they do…
One day the manager at my bank approached me for help with a client, a 32 year old man who had lost his wife. He had arrived with a stack of papers, explaining that he did not know how much money…
I have often helped families find the documents needed to settle an estate after the loss of a loved one. It is easiest if there are organized up-to-date files, but honestly that is a rare occurrence. More commonly the important documents are scattered over several rooms…