by Legacy Preservation Law | Apr 26, 2016 | Concerns for Clients
There is a reason why we include as many health care documents in our estate plans as we do. We know how important it is to our clients that their wishes are executed. We enroll all of our clients into the DocuBank electronic registry so their advance directives are...
by Legacy Preservation Law | May 5, 2015 | Concerns for Clients
1. Adding your child or someone else to your bank account (Creating a Joint Account). While this may sound like a good idea so that someone can pay your bills if you become incapacitated, the reality is that if you add someone to your account you have not only made a...
by Legacy Preservation Law | Jun 24, 2013 | Upcoming Events & Firm News
For us, DocuBank is a no brainer. It is a great resource for storing our client’s health care directives in a way that makes them easily accessible by medical professionals when they need them the most. Now we have some great news to announce to our clients...
by Legacy Preservation Law | Apr 24, 2013 | Concerns for Clients
Before any trip, most of us create a “to-do list” of things we have put off and want to take care of before we leave. Here is a checklist of estate planning things to do before you take your next trip. Taking care of these will help you travel with peace of mind,...
by Legacy Preservation Law | Oct 17, 2012 | Concerns for Clients
When thinking about estate planning, most people only look to the future, and forget about the decisions they made in the past. Countless times in handling probate and trust administration cases we have seen the surviving family come to us and proudly claim that all...
