Accessing a Safe Deposit Box When a Loved One Passes

safe deposit box

When a loved one passes, the time after death can be confusing and sometimes traumatic. Important documents such as the Will and Trust of the decedent may need to be gathered quickly. The location of this paperwork is often found in a safe deposit box. If your name is on the box, no problem, right? … Read more

The Pitfalls of “Do-It-Yourself” Estate Planning

Don't make these mistakes!

You may be asking yourself this question when it comes to estate planning:

Why should I go to an attorney for an estate plan? Can’t I just do it myself? There are so many on-line sources available to choose from and it seems pretty simple. Isn’t it just as good to do-it-yourself (D-I-Y)?

The problem with “doing it yourself” in the area of creating wills, trusts, financial powers of attorney and health care documents is this – no matter how good the forms or how detailed the non-attorney creating them is – you just don’t know what you don’t know…

Read moreThe Pitfalls of “Do-It-Yourself” Estate Planning