One less thing to worry about – we can help you protect your assets in the name of your Trust



In this time of extraordinary uncertainty and stress, the last thing you need is one more thing to worry about. But we would like to offer another productive way to spend your new-found “down time” as we wait for an end to our quarantines.

After the puzzles and movies and cooking, you might want to take some time to care for the things you’ve worked so hard for over the years. Please make sure that your assets are protected and properly titled in the name of your Trust.

If you have a Living Trust and have not yet done this, take this opportunity to get it done now. If you have already re-titled your assets in the name of your Trust, that’s great! But do take some time and verify that it is done properly and up-to-date.

If you have not taken any steps yet to protect your assets to ensure they remain safe, we would be happy to help you get started doing just that.

In any event, if you have any questions, please feel free to give us a call. Our office is open, and we are available by phone conference, video conference, and e-mail.

Stay Safe. We look forward to a return to normalcy.

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