Author Archives: Monica Friel

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Organize Your Legal Affairs

Many Americans have the misperception that estate planning is simply preparing for one’s death and is only necessary for the wealthy. To the contrary, estate planning is for everyone!  By taking the time to organize and convey your wishes as to what happens to your assets when you die or become incapacitated, your family/heirs will…

Do This Once Your Taxes Have Been Filed

You have an extra day this year to get your tax documents filed. Hopefully you’re not still scrambling to get them buttoned up! Once you’ve signed off on your returns, there are some tweaks you should make to your filing system to keep things current. Here are some suggestions: It’s important to keep your most…