Why You Need Two Kinds of Power of Attorney Documents
November 8, 2023
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Power of Attorney documents are often an afterthought when someone thinks about their estate plan.
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Have Estate Plan Checkup before Heading to Warmer Winter
November 3, 2023
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If you are headed somewhere warm to spend the winter months, you will want to be sure you have everything in order before you go.
What are Primary Testamentary Estate Planning Documents?
November 1, 2023
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When someone dies, one of the first questions the attorney will ask is what primary estate planning instrument the decedent had in place.
Estate Planning Myths Debunked
October 30, 2023
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In my experience, estate planning is one of the areas of personal finance with the most widespread confusion. Unfortunately, this can lead to costly mistakes in time, money and stress on people’s families.
What You Should Know about Inherited IRA
October 24, 2023
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Navigating the often complex world of inherited individual retirement accounts (IRAs) can be daunting, especially in the wake of losing a loved one.
How Does a Premarital Agreement Work?
October 20, 2023
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What’s a premarital agreement, how does it work, and what does Costner’s wife, Christine Baumgartner, stand to lose if she challenges theirs?
Where Should You Turn for Advice When Spouse Passes?
October 15, 2023
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Losing your spouse can be a critical moment in your life, during which you’ll need support from friends and family and plenty of time to heal. You’ll also want to rally a trusted team of experts who can help a new widow through new and probably unwelcome territory.
What Should I Know About a Successor Trustee?
October 12, 2023
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A trustee is a person or entity who’s appointed to manage assets held in trust on behalf of a third party. There are few formal restrictions on who can serve as a trustee.
Why are Contingent Beneficiaries Important?
October 10, 2023
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When planning your estate rarely will you experience difficulty naming your initial beneficiary or beneficiaries for your will, IRA’s or life insurance.
Is a Power of Attorney Really Necessary?
October 6, 2023
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A document usually included in an estate planning package is a financial power of attorney. What is a financial power of attorney?
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