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

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

Am I Too Young to Start Estate Planning? There is a lot of mystery involving Estate Planning. It sounds fancy and exclusive. But Estate Planning is a service that is available to everyone, and unlike popular belief it is not just for the rich and/or the elderly. This causes a lot of people to ask...Read More