Search
  • melissadoughertyan

Can't afford an Estate Plan?

This article from CNBC is fantastic.

Great Read! You should check out this article by pasting the link below into your browser.


"Can't afford an Estate Plan? Here's what you can do without spending a fortune." by Michelle Fox, CNBC.


https://www.cnbc.com/2021/01/03/cant-afford-an-estate-plan-what-to-do-without-spending-a-fortune-.html


The number one tip suggests a client can hire a local attorney to draft a basic Will and Power of Attorney Documents. There is caution advised in the online Will drafting sites, and I would concur with the journalists sentiment here.


6 views0 comments

Recent Posts

See All

Elder Law

This is one of the saddest most tragic examples of Elder Abuse I have come across.  It is the story of a grandma with inherited wealth living in Bel Mar Beach, just north of Miami Beach in Florida.  Click on the link to read the full article below.

At 93, She Waged War on JPMorgan—and Her Own Grandsons

Beverley Schottenstein said two grandsons who managed her money at JPMorgan forged documents, ran up commissions with inappropriate trading and made her miss tens of millions of dollars in gains. So she decided to teach them all a lesson.

https://www.bloomberg.com/news/features/2021-02-17/at-93-she-waged-war-on-jpmorgan-and-two-financial-advisors-her-grandsons?utm_campaign=news&utm_medium=bd&utm_source=applenews

Call Melissa:

720-556-6584

Send Mail to Melissa:

PO BOX 225, Golden, CO 80402

©2018 by Melissa Dougherty Anderson Law LLC. Proudly created with Wix.com

This site was designed with the
.com
website builder. Create your website today.
Start Now