Estate Planning 101 Presentation – August 28 and 29, 2023

You planned for a babysitter.  You prepared 100 pages of instructions for the babysitter.  You went to dinner at a restaurant and the first thing you did was to call home and ask how things were going.  What kind of planning have you done for when you are deceased and can not call home to ask how things are going? Estate Planning 101 presentation by Charles E. Dorwart at …

Do You Need a Spendthrift Trust?

Creating a spendthrift trust for your loved one can limit their spending and your protect wealth. While this type of trust may come at the expense of their autonomy, it can provide them with greater financial security.

Do You Need a HIPAA Release?

The Health Insurance Portability and Accountability Act of 1996 (HIPAA) is a federal law that protects patients’ privacy.