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Beyond Your Finances

Necessary Legal Documents for College Students

College children and necessary legal documents Many of the folks we work with at PDS Planning have children that go away to college each fall. We spend a lot of time preparing for the financial impact this will have, but one of the things many people don’t think about are the legal documents necessary to…

Estate & Legacy

They Are Just Documents. How Important Can They Be?

Take a moment and think about what could happen if you were to suddenly become physically or mentally unable to handle your affairs. Young, old, single, married, in a committed relationship or not: the fact is unless you have certain documents in place, your financial and health well being could be in limbo. PDS urges…

Don’t Pay More Simply Because You Have More Money.

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