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Pre Funeral Planning

Pre Funeral Planning

Whether you donate your body or have it embalmed and placed in a lead-lined casket in a concrete-lined hole, whether you have a celebration of life or a funeral mass, a written plan pre funeral can get you what you want and take the burden of decision off your grieving family.

Joint with Right of Survivorship?

Joint with Right of Survivorship?

Many people tell me that someone else is “on” their bank account. I have to ask them what this means. Is the person just a convenience signer with no right to the money? Is the person a joint signer with a right to withdraw all the money now and half of it after they die? Is the person a joint signer with right of survivorship with the right to withdraw all the money now and all of it after they die?

How to Gather and Organize Important Documents

How to Gather and Organize Important Documents

Which documents should you keep? Where should you keep them? And for how long? Who should have access to what? When? Just the thought of gathering documents, let alone organizing them, can be overwhelming – like having to prepare an income tax return. This article provides tips on how to gather and organize important documents.

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