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Author: Jennifer Rossettini, CFP®

Beware of COVID-19 Scams

Criminally-minded individuals will choose to take advantage of almost any situation if they perceive a possible benefit to them.  Unfortunately, the coronavirus pandemic is no exception.  As of June 4, 2020, the Federal Trade Commission estimated that coronavirus-related scams have…

Is Your Estate Plan COVID-19 Ready?

We often advise clients that they should review their estate planning documents (Wills, Trusts, Advance Medical Directives, General Durable Powers of Attorney, Beneficiary Designations) every few years or when changes in their family, financial and/or medical circumstances occur.  In light…