Six Common Estate Planning Questions
Estate planning is the preparation of managing someone’s assets in the event of their incapacitation or death. The advisors at Private Ocean frequently work with clients … Read more
Expecting the Unexpected: The Importance of Authorizing Information Sharing
We know you have worked hard and prepared well with every expectation you will be able to enjoy a long and comfortable retirement. As your … Read more
Estate Distributions: What to Do After a Loved One Passes Away
The death of a loved one is a life-changing event. Amidst feelings of tremendous loss which can take both an emotional and physical toll, there … Read more
Estate Distributions: What to Do After a Spouse Passes Away
The death of a spouse or life partner is a life-changing event, and grief is a personal, unique experience for the surviving spouse. Amidst feelings … Read more
Get Organized: Important Estate Planning Documents
You’ve spent a lifetime building your estate. Developing a comprehensive estate plan ensures that you pass on a legacy that aligns with your wishes. Here … Read more