The Elder Law Firm of Clements & Wallace, P.L. collects personal information only when you submit it to us. If you decide to submit such personal information, we or an external service provider will retain the information that you submit in a database, and we will use this information to complete your request. Any service provider that we designate will have agreed not to sell or distribute your information to any third party, and we will also not share the information with any third party except for the service provider.
We may also use the information retained in the database to communicate with you directly via email or direct mail, such as to inform you about upcoming seminars that may be of interest to you. In order to guard your nonpublic personal information, we maintain physical, electronic and procedural safeguards, but we cannot guarantee that your personal information will never be disclosed in a manner inconsistent with this policy.
Who Needs an Estate Plan?
When you hear the term “estate planning,” your mind might conjure images of the elderly preparing to pass a life’s worth of assets and heirlooms to the next generation, or a wealthy couple setting up trust funds for their children and trying every trick in the book to minimize their tax bill. You might even […]read more >
Beneficiary Designations: The Other Half of Your Estate Plan
In a recent post, we explored when it might be a good idea to review your estate plan. A large factor controlling where your assets go after your death—and one which is, unfortunately, often overlooked—is whether your assets have a designated beneficiary. Beneficiary designations are an oft-forgotten pillar of estate planning that, in many cases, […]read more >
Contact our Elder Law Attorneys for an appointment to answer your questions and allow them to provide you with the peace of mind you deserve.