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Remote online notarization (RON)

Besides the Covid factor, RON (also called Remote Electronic Notarization) is useful for convenience and safety, as well as when you are in a different state from the notary.  Having just helped a relative settle an estate, RON could have saved us some trips to offices.  Thanks to the Consumer Financial Protection Bureau for this…

What to Do When a Loved One Dies

“Settling a deceased family member’s affairs is not a one-person task. You’ll need the help of others, ranging from professionals like lawyers or CPAs, who can advise you on financial matters, to a network of friends and relatives, to whom you can delegate tasks or lean on for emotional support.” Leanne Potts, writing for AARP,…

Get Started on Your ‘Last Instructions’

 Are you prepared if a loved one becomes incapacitated or dies? What if you are the one to check out? Writing for The Wall Street Journal, 10/5/20, Glenn Ruffenach explains why and how to let your family know your final wishes and how to deal with your financial affairs.  “I assume you already have an…

Got a will? Here are 11 more end-of-life documents you may need

“Anyone remember the death rate in the United States? It’s… one per person.  Nobody is getting out of here alive. We never know when death will happen, just that it will,” Amy Florian explained to a group of financial professionals.  In these days of coronavirus, the need for detailed instructions for your financial and digital…

A plan for your digital legacy

“When thinking about your digital legacy consider: social networks, such as Facebook, Twitter, or LinkedIn blogs and licensed domain names your presence in online communities or listserves music, photos, or other files that you store online seller’s accounts on Amazon, eBay, or Itsy, and access to financial accounts or utilities.”  As part of your estate…