What to do with Uncle Joe’s Stocks?

On July 15th, I met with Jack and Kerri who had an interesting, but common problem. Their Uncle Joe is 78 years old. He is suffering from Alzheimer’s Disease but otherwise is remarkably physically fit. Jack, Kerri, and their children have been trying to provide care...

Basic Estate Planning Documents — What You Need to Know

It is important to know that legal documents are personal and tailored for individual needs. However, there are three basic estate planning documents that all adults should have in place to assure that … Your wishes are followed You choose who will be in charge...