Susan Harris

Many people think estate planning is only for the wealthy.

The truth is that anyone who owns a home, has children, or wants to avoid probate should consider having a will or trust in place.

I help individuals and families in Las Vegas prepare essential estate planning documents, including wills, trusts, powers of attorney, and advanced directives.

If you’ve been meaning to get this done but haven’t started yet, feel free to reach out. I’m happy to explain the process.

— Suzie

Did you know??

If you have beneficiaries listed for your assets, REMOVE them.
I know that sounds crazy, but you DON'T want that.

If you want to pass down your assets to them after you pass away , then put all of the assets you own in a revocable trust , and then make your kids the beneficiaries of that trust.

When you go this route , your children can bypass what is called “the PROBATE period”. That process can be very long & ugly !

When you put your assets in a trust , your children have immediate access to the assets when you pass away. ALSO, you want to make sure to have a life insurance policy that covers your mortgage , so that when you pass away , your policy will pay off the mortgage and now your children will own the property out right !

I can assist you to draw up a simple living will, trust, advanced directives, POA for financial and health for much less than an attorney.
You do not need an attorney to do this!

Give me a call, drop an email, or visit our website to get more information.

Estate Planning | Durante Insurance If you’re looking for the best, most comprehensive way to protect your family after you’re gone (and you’re a homeowner with at least $160,000 of assets) a Trust will likely be the ideal Estate Plan option for you.

Do you know anyone that could benefit from performing cognitive skills to preserve their memory? Anyone on Medicare B qualifies. Medicare covers the cost for the user.

https://www.remotecaretoday.com/cereskills-summary/746

Patriot Act - Do's and Don'ts. From the NNA (National Notary Association

Notary Signing Agent Document FAQ: USA PATRIOT Act CIP Forms In this article, we answer frequently asked questions from Signing Agents about the USA PATRIOT Act Customer Identification Program Form.

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What's on your business bucket list? Do you want to stay in the state you're in do you want to expand what you're doing in your state? Do you want to retire?

What to do when there is no notarial document accompanying a document that is to be notarized.

From the NNA: National Notary Association19 Jun 2018
Hello. Notaries are not permitted to give unauthorized legal advice. That includes nonattorney Notaries choosing the notarization on the signer's behalf. As stated previously in the article, "Never give a signer advice about the type of notarization a particular document needs. For example, you should never say, 'Most power of attorney documents I notarize require an acknowledgment.' You have no way of knowing if the signer’s document is an exception to the norm. Even if it isn’t, you’re unlawfully practicing law because you are applying legal concepts to a signer’s particular situation."