How to Protect and Help Your Loved Ones – 12 Easy Steps Gather Financial Papers. Organize deeds, passports, insurance policies, estate documents, financial account statements, passwords, etc. in a fireproof box in a place where survivors can easily find it. Make a “Must Call” list. Compile a contacts information list that includes your attorney, accountant […]
How To Report Fraud and Scams
Fraud is pervasive, and fraudsters are bold and shameless. If you have been scammed by a door-to-door solicitor or ripped off by a shady contractor, contact your local police and your state attorney general or district attorney. For other types of scams refer to the following list of federal watchdog agencies. Depending on your issue, […]
Treasured Totes
We began a little “pay it forward” project in the office called Treasured Totes, and would love to share the the opportunity with anyone who would like to help us continue this project. We have donated close to a hundred purses, bags, and backpacks filled with hygiene products to the CASS Homeless Shelter since the beginning […]
Marriage after the Election
Worried about how the election affects your marriage? The good news is that it doesn’t. Marriage recognition was established by the U.S. Supreme Court. The justices that wrote that opinion are still on the court, and the court rarely reverses itself. There are other areas of concern, however, and we strongly recommend that if you […]
Free Money
There is about $42 billion in cash being held by state governments that actually belongs to individuals. Some of it may be yours! “Have you forgotten about a checking or savings account, an old uncashed check, stock, safe deposit box, etc.? Arizona is considered a “custodial state” and holds such property on behalf of the […]