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Written By: Mary Kelly on January 28, 2014 No Comment
Prepare Your Family for the New Year

Special, heart felt gratitude and many thanks to my friend, Jean. Jean was in the In Case of Emergency, Break Glass! program about a year ago, which focuses on getting important paperwork organized and updated. We talked about wills, trusts, letters of instruction, health care directives, powers of attorney, individual care forms and specialized care […]

Written By: marykelly on January 5, 2013 No Comment

Only 5 states allow online accounts as part of the estate.  Federal law applies to others, which can be problematic to friends and family.

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Written By: Mary Kelly on May 17, 2012 One Comment
Do You Need a Trust or is a Will Enough?

You know you need a will, but do you also need a trust? Many people mistakenly believe that a will saves them the hassle of having a probate court involved. In fact, a will directs that a probate court become involved to take charge of the appointment of your personal representative and the distribution […]

Written By: Mary Kelly on October 24, 2011 One Comment
What is a will?

What is a will? A will is a set of instructions directing when and how affairs should be managed in the event of a death.  It also directs who makes the decisions and to whom property is awarded.  A will can also be used to name a guardian for minor or disabled children.

Who needs a […]

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