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Avoid These Mistakes During Estate Planning

The purpose of estate planning is to protect your assets, interests, and loved ones after you pass away. Unfortunately, many people make costly mistakes without professional advice. Beyond undermining your intent and diminishing your financial legacy, poor planning can create…

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Do You Understand the Components of Estate Planning?

What is an Estate Plan? According to Meriam Webster, the legal definition of estate planning is "the arranging for the disposition and management of one's estate at death through the use of wills, trusts, insurance policies, and other devices." All adults…

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Is Your Estate Plan Up to Date?

In case of big life changes such as births, marriages, divorces, or moving to another state, you should check your estate planning documents every now and then. Children grow up, marriages dissolve, property gets sold, and residences change. That’s why…

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Do You Understand the Risk of Co-Agents

My two children are both capable of handling my medical and financial needs, but I can't decide who will be my power of attorney. Can't I just name them both? Certainly, but it depends. For medical decisions, it is recommended…

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Is Your Power of Attorney Effective?

Powers of attorney are designed to authorize trusted individuals to make decisions or handle transactions on your behalf. They could be related to personal finances, business operations, or medical needs and used for a single immediate purpose or an ongoing situation.…

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Who Should You Appoint for Power of Attorney?

As you plan for any future situation where you may become incapacitated and require someone to manage your affairs for you, power of attorney can be an extremely useful tool. These legal documents can grant broad authority to one or…

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Why Do You Need an Elder Law Attorney?

An elder law attorney can help you plan for the future, whether you have an older adult loved one or are concerned about your own financial health and well-being. Elder law is a highly specialized area of law focusing on…

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communicating estate plan to family

Discussing Your Estate Plans With Family

A comprehensive estate plan is vital to achieve a successful transfer of wealth to your loved ones. However, many of us often overlook the crucial part of communicating our estate plan to family and heirs. Even with a thorough and…

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