May is Leave a Legacy Month – a month that focuses on encouraging people to make a “legacy gift” by leaving a gift in their Will (or another planned giving vehicle) to a charity or cause that is meaningful to them. Each year, local charities are privileged to receive legacy gifts. Many, like St. Joseph’s […]
Death and Estates – Practical Tips for Lessening your Stress
When someone close to you passes away, it is an emotional and overwhelming time in your life. While you are dealing with your grief, there are several practical and sometimes complicated matters that need attention: funeral arrangements, obtaining death certificates, obtaining a copy of the will, probate, valuing and distributing personal belongings, preparing home for […]
Are you keeping secrets?
This might seem like a funny question, you might be wondering what kind of secrets I am trying to find out about, or that I am digging around and being nosey! I am asking about your personal affairs, your financial documents, your health care wishes…. are you keeping secrets when it comes to that part […]