What to Do When Your Spouse Dies?

Your emotions are running deep, and all you want to do is grieve. Yet there are decisions to be made; financial matters to tend to. Where do you begin? First of all, take a breath. Little can be done until you receive the death certificate, which can take weeks, and many issues are not urgent. [...]

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Willing to Transfer – or Not

The Use of Wills, Trusts, Contracts and Titling to Transfer Assets What’s a living trust? Do you need a trust? What’s a living will? What’s the difference between a will and a living will? Do you need a will? Or a living will? What’s a TOD account? POD account? A living trust is a revocable [...]

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