Identity Theft Letter I have had a number of clients who either were victims of identity theft or were called or emailed in an ID theft or scam situation so I wanted to give you some useful information. I will use the acronym “SCAM” to explain: S – be stingy …
4 Easy Steps to financial planning for young adults Have your personal documents such as a will (who gets your stuff), medical directive (who can make medical decisions for you if you are unable), durable power of attorney (who can legally take care of your stuff if you are unable) and …
ESTATE PLANNING TIPS Early Planning: The easiest way to organize your estate documents is to have a 3-ring binder. That way you can update some of your documents annually. Have a current copy of your will. Have a copy of your revocable or Living Trust, if applicable. Have a copy …