July - 2022

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Jul 28, 20225 min read

Refinancing & Your Estate Plan

The mortgage business is still booming in many parts of the country. While interest rates have begun to climb again, they remain low,...

Jul 26, 20223 min read

A “Fiduciary”! What's that?

You may be asked to be power of attorney for a family member or friend. Your person may be planning for when they might become unable to...

Jul 21, 20222 min read

Are You Ready for Adulthood?

Not you, of course, but your child who will soon become an adult. You heard me. When your child turns 18 (in most states), it might be...

Jul 19, 20224 min read

Encanto: Estate Planning Lessons

I cannot get “We Don’t Talk About Bruno” out of my head! I was recently “made” to watch Disney’s award-winning animated film Encanto. As...

Jul 14, 20225 min read

Springing Financial Powers of Attorney. A what?

Estate planning is about more than preparing for the inevitable. A good estate plan should also consider the unexpected. Your plan may...

Jul 1, 20225 min read

Planning for your Vacation Property

This is the time of year when many people begin that trek to their vacation homes. According to the National Association of Home...

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