A Very Effective, (But Overlooked), Estate Planning Tool: The Personal Property Memorandum One of the greatest sources of friction, hurt feelings and outright fighting among heirs, is over personal items when someone dies. Sometimes items go “missing” shortly after a death, different people swear on their life about what the deceased person said they...Read More
Safety in Personal Documents – Confidentiality & An Easier Info. Management System For Clients We now use Adobe Pro and Clio, in addition to our encrypted emails. Both programs state that they provide bank level security. In February, we started to implement Clio, a leading client management system in the legal industry, to further assist us...Read More
Call Us
