February 8, 2021 •
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When making a will and testament, it’s important to follow the rules in your state to ensure the will is valid. One of those rules centers on the requirements for witnesses.
Read MoreJanuary 20, 2021 •
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Powers of attorney come in different forms, each suited for a specific purpose. They serve as useful tools in any estate-planning effort.
Read MoreDecember 3, 2020 •
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As a business person you may have seen the term "durable power of attorney" in several situations. Power of attorney is a strange term because it's not immediately clear what powers an attorney for the business may have.
Read MoreSeptember 18, 2020 •
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A will is just one of several legal documents that help your loved ones know your end-of-life wishes.
Read MoreSeptember 3, 2020 •
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Talking about death makes most of us uncomfortable, so we don't plan for it. That's a big mistake, because if you don't have an end-of-life plan, your state's laws decide who gets everything you own. A doctor you've never met could decide how you spend your last moments, and your loved ones could be saddled with untangling an expensive legal mess after you die.
Read MoreAugust 10, 2020 •
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If you have updated your estate plan during the Covid crisis and even found a way to sign your documents while maintaining social distance, do not overlook the last step of trust funding.
Read MoreAugust 6, 2020 •
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It's never too early to start working on how your things will be handled, once you pass away.
Read MoreJuly 28, 2020 •
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As you age, it is important to have your affairs in order to ensure peace of mind for you and your family. Several documents need to be in place to help your family know and carry out your wishes.
Read MoreJuly 3, 2020 •
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There might be a time in your life when someone you know pulls you aside at a family gathering and says that you’re the designated beneficiary of their life insurance policy.
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When is the last time you updated your will? Could your beneficiaries have changed? If you have a trust, did you actually fund it? Is your plan ready for the new SECURE Act? Here are five mistakes you don't want to make.
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