Helping you Manage the Financial Details of Your Life



Tag Archives: Estate Planning

Estate Planning: Not a Game of Hide and Seek

This week’s blog is a guest blog from Attorney Jennifer Luitjens of Jarrett & Luitjens Estate & Elder Law. Games are usually a lot of fun, but you don’t really want to play hide and seek with your estate planning documents.  After you have signed and implemented your plan, you may want privacy, but you […]

Fund Your Trust

I am helping a client settle her husband’s estate. Her late husband was an attorney, and my client thought he had set up his personal accounts to smoothly transition to her after his death. He almost did. After a flurry of phone calls, forms and medallion signature guarantees, most of his assets easily transitioned to […]