Mom Wants to Change Her Will
Sam was the son of their long-time client Laura Riner. He said he was calling on behalf of his mother. She wanted to change her estate plan, he said, and disinherit her daughter.
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Access to Your Passwords
What if you become incapacitated and your family needs to help you with online accounts?
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The Stop Sign and the Bankruptcy
Just that small mistake, driving through the STOP sign, took away the financial security Tim and Irene had set aside to help pay their expenses after they retired.
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Should I Pre-Arrange My Funeral?
Is there an advantage to a pre-arranged funeral? Susan Graham discusses in this video.
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Dave Fell Down the Stairs
Standing at the edge of the grave on a beautiful June day, looking down at his father’s casket, Larry Gerard was more angry than sad. His father Dave had paid the ultimate price for his stubbornness.
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Is my House Protected if in my Trust?
Susan Graham discusses this common question we get from our clients.
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