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Several very common estate planning mistakes can truly spook your beneficiaries… Furthermore, such mistakes might undo the good planning that went into the creation of…
Would you believe me if I told you there are many estate planning horror stories out there? October is the month when many people start…
One of the most frequently asked questions I get from prospective clients is: Are wills and trusts both necessary? Why would I need a will…
When it comes to estate planning and attorney-client privilege, many don’t understand the rules or value. Let’s take a deeper look at estate planning and…
If you’re sending your teenager off to college for the first time and they are 18 or older, you’ll want to make sure they have two important legal documents to give to the university so that you will have rights that you’re likely not ready to give up at this point in your child’s life. The first document is a Health Care Power of Attorney (HCPOA). The second is a Financial Power of Attorney (FPOA).
Why do we need to consider the differences between a will and a trust? Today, more people continue to discover the importance of making their…
Many people don’t think about having a will until late in life or sometimes… ever! How often have you thought about having a will? Do…
When it comes to your estate plan and bio materials, protecting them can be tricky. Understanding your estate plan and bio materials requires specialized understanding….
What is a medical directive and what happens if you don’t have one? Many people don’t consider a medical directive until they need one. Yet,…
Why Consider Professional Fiduciaries? Most people who have heard the term “fiduciary” typically think it applies only to financial advisors. Yet, professional fiduciaries encompass much…
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