Downs Law Firm, P.C.

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store estate planning documents

How Do I Store Estate Planning Documents?

A common dilemma that families face upon the incapacity or death of a loved one is locating estate planning documents. While preparing the documents are the most important step, that is irrelevant if the documents are lost when they most need to be used.

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name a guardian

Why Your Beneficiary Designation Matters?

When you set up your estate plan it is important to coordinate the legal planning documents that you or you and your attorney create with the document provided by your retirement account custodian and/or your life insurance carrier called a ‘Designation of Beneficiary.’

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inheriting a house with a mortgage

Inheriting a House with a Mortgage?

Dealing with the loss of a loved one is never easy. When inheritances, homes, estates and mortgages are involved, tensions can run high within a family. It is easy to get lost in the paperwork and terms.

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