News and Articles

2017 announcement

Wills – Frequently Asked Questions

What exactly is a Will?  A Will is a written document which sets forth your last wishes regarding the disposition of your assets and your responsibilities, in other words, who inherits your assets after you are gone.  A Will is only legally effective upon your death and can be revised and changed at any time until your death. A Will is an important tool to avoid the imposition of State and Federal estate taxes.  If you have a Will in place at the time of your death the…

What documents do I need to start my Divorce?

As you prepare to file for divorce, please obtain copies of the following documents for both you and your spouse:  Tax returns for the last 3 years (personal, business, partnership, joint venture etc) 3 current pay stubs W-2’s 1099’s and K-1 forms for last three years Last statement for 401K and pensions, IRA, Annuity, Value statement for 401K Copy of marriage license All insurance info Insurance disclosure form signed Pension statements Bank account statements (current) Statements for certificates of deposit Stock brokerage account statements List of any stock…

Why do I need a Power of Attorney?

A Power of attorney is a document which appoints another person to act on your behalf if you become incompetent or incapacitated generally as a result of an illness, such as a stroke, an accident, or advanced age.  Many people do not realize that simply being married does not empower your spouse to have access to 100 percent of the financial assets or other assets of the marriage.  Only with a power of attorney can he or she have full access to those assets which may be essential…

Getting a divorce doesn’t have to tear your family apart.

Whether your family navigates the turbulent waters of divorce well will depend upon your ability to discuss the issues with your spouse and reach an agreement between the two of you as to how your life will continue after you are no longer legally a married couple. There are mediation services available to you to help you with these negotiations.  During mediation, the mediator does not represent one or the other of you, but assists in helping the parties come up with an agreement they both can live…