Aug 7, 2023 | Estate Planning, Updates
An estate plan is a set of documents, such as a will or trust, that dictate how assets will be distributed upon death or incapacity. An individual’s current legal and financial situation should be considered to create a comprehensive estate plan tailored...
Jul 31, 2023 | Estate Planning, Power of Attorney
According to the American Bar Association, POAs are legal documents, which vary between states, that provide a person, or several individuals, with the power to perform actions on behalf of someone else. The individual with a POA is an agent, whereas the...
Jul 24, 2023 | Children, Estate Planning, Trust
The day your child turns 18, he or she becomes an adult and has the legal rights of an adult. This means that you lose your prior held rights to make medical and financial decisions for your child unless your child executes legal documents giving you those rights...
Jul 17, 2023 | Beneficiaries, Children, Estate Planning, Trust
You may think your kids’ inheritance doesn’t need to be protected and that they aren’t going to get sued. You may be right, but you may also be overlooking one of the most common “lawsuits” that causes inheritances to be lost everyday, and that’s divorce. If you want...
Jul 10, 2023 | Estate Planning, Trust, Wills
01 | The least expensive plan isn’t worth the paper it’s written on once you’ve left the attorney’s office — your life changes, the law changes, and your assets change over time; your plan needs to keep up with those changes. A lawyer can’t afford to...
Jun 30, 2023 | Estate Planning, Updates
Outside of not creating any plan, one of the most common planning mistakes we encounter is when we get called by the loved ones of someone who has become incapacitated or died with a plan that no longer works. Yet by that point, it’s too late, and the loved ones left...
