My staff and I hope this finds you, your families and friends to be safe and healthy during this unprecedented situation with Covid-19, the coronavirus. First and foremost, make sure you and your loved ones follow the guidelines recommended by health experts. If you are experiencing health problems, call your doctor. If you are experiencing a serious health emergency, call 911 for immediate health, whether it is related to Covid-19 or not.

This may be a good time to look over your financial and personal records to make sure they are up to date and organized the way you want. Are your IRA and life insurance beneficiary designations up to date? Do you have a will or trust? An Advance Health Care Directive? It is wise to have these in place before this pandemic descended upon us, and the need still exists to take of yourself and your family.

We continue to work  and take care of our client’s needs, while following the shelter in place orders and social distancing guidelines. Face to face meetings have, for the time being, been replaced by phone calls, FaceTime, Zoom and emails.

If there is any way we can help, call us. Stay well.