New Year, New Estate Plan

Posted by Karen A. FisherJan 10, 20200 Comments

Welcome to 2020! A new year is a time for optimism and new opportunities. It is a time to start fresh and make sure you are headed in the right direction. But making New Year's resolutions is not enough: Take action now to ensure that you and your family or loved ones are prepared for the future!...

Common Mistakes with DIY Estate Plans

Posted by Karen A. FisherJan 10, 20200 Comments

The internet offers all the information and tools we need at our fingertips to create our own estate plan, right? For most people, this is simply not true. Several years ago, Consumer Reports®, an independent nonprofit consumer watchdog group, created wills using the forms provided by DIY website...

What To Do After a Loved One Dies

Posted by Karen A. FisherDec 22, 20160 Comments

What To Do After a Loved One Dies If you've been appointed an executor of a loved one's estate, or a successor trustee, and that person dies, your grief – not to mention your to-do list, including tasks ranging from planning the funeral, coordinating relatives coming in from out of town and (eve...