Identity Theft

Identity thieves use your deceased loved one’s personal identifying information to access financial accounts or to obtain credit in your loved one’s name. Identity thieves may be strangers, family members, or friends, seeking personal financial gain. Safeguard your loved one’s personal identifying information and immediately notify key financial agencies and government institutions of the death.…

Estate Plan Review

Life changes. Your estate plan should too. Don’t forget to do an annual estate plan review to ensure your plan still meets your needs. Estate planning is an ongoing, lifelong process. Your estate plan should be reviewed frequently to ensure your current wishes are known, your changing needs are addressed, and your long-term goals are…