Why You Need a Safety Net
You need a “safety net”, especially during these frightening times. Why? Susan Graham explains in this video.
When to Record a Financial Power of Attorney
Do you need to record your Power of Attorney for finances?
Did You Skip Your Estate Plan “Homework”?
The goal of Estate Planning is to create a plan to assure your desired future life.
To make that happen, you must take steps that you cannot delegate to your attorney, financial planner or CPA. We call these steps “Homework”.
How Does an Inheritance Trust Protect Your Children?
How Does an Inheritance Trust Protect Your Children? Susan Graham discusses in this video.