I have been helping my clients get organized financially for over 45 years. I have seen many successes and some disasters. One of the worst disasters is to not take action against having your estate probated in court. Probate, which is where the court must...
Recently I reviewed and updated my trust. I learned again how important it is to get organized and stay that way. So many situations change in our life requiring that we adjust and keep up to date. Many years ago I witnessed a family with several financial needs,...
Recent Comments