The holidays are here! This is a wonderful time of the year when many of us are able to visit our family and friends. Whether it is to share a meal together, exchange gifts or tell stories from your family’s history, making time available to spend with your loved ones is always time well… Read more »
Tag: estate plan
Deed Processing Notice Scam
An estate planning client of ours who had recently been in to update her estate plan, contacted us regarding a “DEED PROCESSING NOTICE” she just received in the mail. Interestingly enough, the client had changed the title to her property as part of the estate plan update. The layout of the notice looks very much… Read more »