Will and Trust

Having a last will in place will make sure your estate goes to whom you want, when you want, the way you want.

A financial power of attorney provides authority for someone to act on your behalf in case you become incapacitated.

Health care power of attorney allows you to document your wishes regarding medical care if you become disabled.

By planning ahead with a trust, you can shorten the settlement process, and avoid lengthy estate proceedings.

What documents do I need if I have a mortgage?

by admin | Mar 21, 2022 | 0 comments

Your mortgage company should send you Form 1098 which reports the mortgage interest you paid.