May is our anniversary month and I want to take time to thank YOU for making the last 9 years of my practice a success! I am continuing to grow my client base and I always appreciate the opportunity to serve more clients like...YOU!

Please feel free to share any of our valuable information with family, friends, neighbors, and co-workers! We will continue to be dedicated to the highest quality of service to our clients and I look forward to serving as a continued resource for you and your family.

Q. Where is the best place to keep my signed original estate planning documents? 

A. I recommend keeping your documents in a safe location at home - preferably a fire-proof safe. Some suggest keeping your documents in a safe deposit box because it will protect the documents from theft, fire, accidental loss, and most other types of damage or harm. A potential problem, though, is getting it opened after your death. 

If you decide to keep your estate planning documents in a safe deposit box, consider

naming a family member or your executor as a joint holder on the box. That should simplify

matters following your death because someone will be able to get into the box without delay.

However, if you and the person you name as a joint holder die at the same time, we are back to square one. Additionally, you may need access to the documents when the bank is not open.

Do you belong to an organization or group that would benefit from a presentation on the importance of Wills, trusts, guardianship, powers of attorney, and probate? 

Over the years, I've spoke to many parents meetings, employee resource groups, civic organizations, churches, PTAs, LGBT resource groups, and more!

Lorie Burch

972.385.0558

lorie@burch-law.com