Legal Matters
My lawyer is retiring… Now what? The short answer, generally speaking, is that it is simple and costs nothing to…
Category Archives: Legal Matters
Legal Matters – Keeping It Simple
It seems to me that a lot of focus around making a Will or Estate Planning is about adding complexity….
What Happens to Our Beloved Pets?
One thing is for certain as a result of COVID-19… Puppy and pet ownership is booming in 2020! With all…
The Cottage Conundrum
Oh, what do to about the family cottage? This is often a head-scratcher for clients of mine working through their…
Joint Assets with Adult Children: Solution or Problem?
Here is a common scenario… Mr. Planner is in his late-80’s. Mr. Planner’s spouse passed away one year ago. Mr….
How Often Should I Review My Will?
How often should I review my Will? This is perhaps one of the most common questions that I get asked….
My Lawyer is Retiring…Now What?
The short answer, generally speaking, is that it is simple and costs nothing to change lawyers or to transfer your…
Legal Matters – Social Media & Your Will
Chances are you are on Facebook or another social media platform in order to stay connected with friends and family….
LEGAL MATTERS – YOUR WISHES FOR LONG TERM CARE
Jason P. Mallory, H.B.A., J.D. Your Power of Attorney for Personal Care is a very important document regarding your health…
Legal Matters – Gifting Family Heirlooms & Personal Belongings
There are a number of ways that you can leave family heirlooms or personal belongings, such as jewelry, collections, or…