Harbor Legacy Planning

Are you recently widowed, divorced, or single? You may feel overwhelmed when thinking about who will step in and make decisions, manage your affairs for you if you cannot, or who will receive your money and property when you die.

Having an estate plan is important to ensure that your wishes are carried out during your life and after your death. Just because you are now on your own does not mean that someone else should choose what happens to your hard-earned money.

We can discuss strategies to help make your estate plan work for you. Head to our website to schedule your consult or give us a call today.

Your child has graduated high school and will be moving into their college dorm within a matter of weeks.

Even though your child is now deemed an adult, you can't help worrying about them. You worry about the little things like if they ate enough that day, remembered to set their alarm clocks early enough, and if they are brushing their teeth.

You will also worry about any serious emergencies they may face while away from home. Now that your child is technically an adult, their medical decisions are theirs alone.

If you want to be a part of these decisions, reach out to us. We can provide a packet of documents that would allow your child to choose someone they trust to act on their behalf if they aren’t able to.