Having a POA, or “power of attorney” or more specifically a “durable financial power of attorney” is usually a great idea and lets you make sure that your family and/or loved ones will have the power to help you if you can’t handle your own affairs for some reason.   It could be temporary, like...Read More

A Will and Trust are alternative means of leaving your assets to your loved ones after you’re gone.  Either way, your estate plan will include a set of instructions memorialized in legal documents. A Trust will be effective as soon as it’s signed, so it may include provisions about your care, the care of your...Read More

Getting ready to start traveling?  Finally!   Before you zip up your suitcase though, there are 6 important questions to consider to protect yourself and your loved ones in the very unlikely event something goes awry. Do you have an estate plan in place? Have you looked at it in the last 5 years to...Read More

Estate Planning Basics Estate Planning is the act of planning out who will receive your assets when you pass away. It is about making a plan in advance, choosing the people you want to receive your assets and doing all that through a will or trust. When we talk about an estate in the context...Read More

Why Everyone Needs a Will, No Matter How Much or How Little You Have Millionaire, tech entrepreneur, and philanthropist Tony Hseih of Zappos died without a will on November 27th 2020 at the age of 46. Tony was valued at almost $1 billion, most of which he acquired from being an early investor in Zappos....Read More

Family Dynamics Estate Planning with stepchildren can be quite tricky. There’s more variables and people to think about than in a typical estate plan. When setting up a usual estate plan, you usually want to include your spouse, children, parents, and any other descendants. But in a blended family it can get more complicated as...Read More

A Quick Guide to Power of Attorneys If you’ve ever wondered, “what is a Power of Attorney,” or if you are in that stage of life where you are estate planning, then this article is for you. Knowing what a POA is, how to use it, and knowing the different types of POA’s is very...Read More

How are life insurance policies and estate plans relatedWhat are the benefits of having life insurance in your estate planWhich types of life insurance can be included in an estate planWhat is an Irrevocable life insurance trusts and who should consider oneHow much life insurance should you include in your estate plan 1.How life insurance...Read More

When it comes to Estate Planning and Probate, many people have very little knowledge of the common process. Sure, they know a little bit because someone told them, but Probate and Estate Planning are not usually taught in school, which is a shame because these are things that most of us will go through at...Read More

Thinking about Estate Planning? There’s so much information out there that it can be overwhelming. It’s understandably confusing for many people, but it doesn’t have to be. Here is our checklist to help guide you through the Estate Planning process.Read More