Oct 28, 2024 | Estate Planning, Power of Attorney
In this article, we’ll address the misconceptions about powers of attorney so you have clarity about what to do if someone appoints you as their power of attorney. You’ll understand your legal responsibilities so you don’t inadvertently make any mistakes or run afoul...
Jul 29, 2024 | Children, Estate Planning, Family, Power of Attorney
Creating a Life & Legacy Plan (a unique estate planning process we use in our firm) preserves your self-determination, protects your family, grows your wealth, and defines your legacy on your own terms. Your Life & Legacy Plan declares your autonomy from the...
Jul 15, 2024 | Children, Estate Planning, Family, Guardians, Power of Attorney
When your child turns 18, they’re legally considered an adult even though they have a lot more growing to do. Just like any other adult, their health and financial information is protected by privacy laws. But unlike any other adult, that’s still your child and you...
Apr 15, 2024 | Estate Planning, Family, Power of Attorney, Trust, Wills
As they gracefully navigate their golden years, ensuring their peace of mind (and yours!) becomes a top priority. The starting place is open conversation and a power trio of estate planning tools: the general power of attorney, the power of attorney for healthcare...
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...
