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….
Category Archives: Legal Matters
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…
WHO WILL CARE FOR YOUR PET?
We have all heard the story about the billionaire heiress who left her entire estate to her beloved pooch. Now,…