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The Legal Documents Needed When Your Child Turns 18

We have a new crop of high school graduates getting ready to go off to college. It’s a time of pride and excitement as your daughter or son prepares to venture into the world. Before your 18-year-old heads out the door though, it’s important that you have certain legal documents in place. Accidents happen and you want to be sure that you can act on your child’s behalf and speak to healthcare providers should the need arise. Power of Attorney This document enables a designated individual, referred to as an “agent” or “attorney-in-fact,” to make financial decisions on behalf of

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Shred Day Information

Time to Shred Old Documents; What to Keep and What to Shred

The good news is, we’ve planned a shredding day at our office in Salem on Saturday, April 29, 2023 from 11 a.m. to 2:00 p.m!  The bad news is, now you need to decide what to keep and what to shred! This event is free and open to the public. We have hired a shredding truck to pull up at our office and shred away.

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Do Family Secrets Hurt Estate Planning?

A study by the financial services research firm reveals just how big a problem family secrets can be, as reported in Financial Advisor’s recent article “Family Wealth Transfers Undermined by Secrecy.” Most asset holders plan to share their wishes and intentions with family members before they die. However, the research reveals only about half actually…

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