Blog

Category Archives: General

Nov 19 2019
Your loved one planned well, had a Power of Attorney (“POA”) prepared, and appointed you as their agent. Later, when you attempt to use the POA to help your loved one manage their finances, the bank refuses to accept the POA and denies yo ... Continue Reading »
Jul 26 2019
Your child is getting ready to go off to college this fall. Are you prepared?  Parents and their college-bound children discuss housing choices, meal plans, student loans (those FAFSA forms!), CHET savings plans, scholarships, work-stud ... Continue Reading »
Jul 17 2019
Driving is one the most dangerous things most of us will ever do. According to the National Highway Traffic Safety Administration (NHTSA), there are more than 30,000 deaths and over 2 million injuries from motor vehicle crashes in the U.S. every year ... Continue Reading »

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