Estate Planning 101: The Documents You Need & Why
September 25, 2024
Most people have the vague idea that estate planning is about passing on one’s assets to loved ones when we die. This is true, but
Category: Power of Attorney
How Often Should Estate Planning Documents Like Wills or Trusts Be Updated?
September 17, 2024
The question then becomes, how often should one change or update living documents such as Wills or revocable Trusts or other documents related to estate planning?
Why Everyone Over Age 18 Needs an Estate Plan
August 30, 2024
Did you know that 80% of Americans do not have an estate plan? It’s a shocking fact. Likely this is because most people do not
When and How to Change the Person Named in Your Power of Attorney
August 27, 2024
With a Power of Attorney, you (the principal) can select in advance who you would like to act on your behalf in case you are unable to make decisions for yourself.
Does My Child Need a Power of Attorney?
August 6, 2024
As shocking as it seems, YES! Whether your adult children are going off to college or heading out on their own for the first time,
Estate Planning IS for All of Us, Not Just the Millionaires
July 17, 2024
Want to make sure your money or your parent’s money and assets go to whomever you or they would choose if something happens? Or, would
The Essential Guide to Estate Planning in 2024: Securing Your Legacy
July 9, 2024
Estate planning is an often overlooked but vital aspect of financial management. It’s not just for the wealthy or the elderly; it’s a crucial process
Traveling this Summer? Important Things to Do Before You Go
July 8, 2024
Before you take off for your summer vacation, there are a few important things you need to do in addition to packing and making sure
What is a Power of Attorney?
June 27, 2024
With a Power of Attorney, a person (called the principal) can select in advance who he or she would like to act on his or her behalf in case that individual is unable to make decisions for themselves.
Caring for Mom with Confidence: Estate Planning & Beyond
May 8, 2024
Today’s topic is close to all our hearts: caring for our amazing moms as they age. It’s a responsibility we take seriously, and it involves
