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A family member or close friend who is concerned about the mental and/or physical capacity of a loved one may decide to seek a formal appointment as the person’s conservator or guardian.

Estate planning is not a one-size-fits-all type of process. The path taken depends on the amount of assets in the estate, the goals for the estate and the complexity of relationships within the family.

Are you trying to help an aging parent with their finances or wills? Or, do you want to make sure your parent's wishes will be honored should they become incapacitated?

The volatile markets, along with the current pandemic that we find ourselves in, creates an opportunity to revisit both estate planning and financial planning for your family.

Most of us have an idea in our minds of how we would want our estate to be distributed at the time of our death. Unfortunately, the majority of Americans do not have those thoughts down on paper in the form of a will.