General
What is a Trust and how do I know if I need one?
A Trust is simply a contract to control the disposition of properties. A person has a contract drafted to protect property or assets to be passed on to a loved one at some point in the future. Participants involved in a Trust are: Grantor- The person who creates the Trust Trustee- The executive that administers…
Read MoreWhat do I need to know before starting my Estate Plan?
Estate Planning is a vital step in protecting your family’s future. We can lay out your assets and arrange them to benefit you and your beneficiaries after your passing. Depending on your current holdings, you may find that getting started on your own would be more prudent, but the more assets you hold the more…
Read MoreBaby Sitter Consent Form
CRITICAL INFORMATION CONCERNING THE “BABY SITTER CONSENT FORM” (CONSENT OF PARENT OR GUARDIAN FOR TEMPORARY CUSTODY AND EMERGENCY MEDICAL TREATMENT OF MINOR CHILD) The purpose of this document is to provide permission for the care and custody of a minor child. You may use it any time you have custody of someone else’s child or…
Read MoreRecords and Data Location Worksheet
CRITICAL INFORMATION CONCERNING THE “Records and Data Location Worksheet” (Where do you keep your important documents and online assets?) It’s important to know where your physical and online assets are stored and how you access them, in an emergency, your family will need to know where to find them and how to access them. Download…
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