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Posts Tagged ‘last will and testament’

Linda Grear discusses Estate Planning on Centre Spotlight

October 28th, 2009 by Joe LoPresti | No Comments | Filed in Estate Planning, Uncategorized

Linda Grear discusses important Estate Planning Documents.  She goes into detail about why you should prepare Last Will and Testament, Power of Attorney, and Health Care Directive.

  

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Get Your Ducks in a Row

March 16th, 2009 by Linda Grear | No Comments | Filed in Estate Planning

EVALUATING THE NEED FOR NEW OR REVISED ESTATE PLANNING DOCUMENTS

Given the current state of the world economy and recent local events, many of our clients have expressed a desire get their financial and household business matters in order. There are three basic estate planning documents that all individuals should consider when planning and organizing a life plan strategy, although the specific content of those documents will differ by personal circumstances. Read on…

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