Need Help Settling an Estate?

I’m so proud of the work Judith Heft & Associates has done helping seniors manage their money and avoid scams. Every now and then, though, we are contacted by potential clients and their trusted advisers with extraordinary projects that really make us flex our brain muscles and think outside the… Continue Reading..

What’s the State of Your Estate?

I was shocked recently to read that 70% of all Americans do not have a will. That’s really like saying 70% of all Americans are driving without insurance - and some of them are doing it with kids in the car. The bug causing this epidemic is the perception that… Continue Reading..