February 11, 2021 •
Estate Planning ![]()
The difference between power of attorney and guardianship is a common question asked by adult children. Both roles share a duty to provide care and oversight of medical care and health.
Read MoreJanuary 27, 2021 •
Estate Planning ![]()
Unfortunately, only about a third of U.S. adults had an advance directive in recent years, according to one research analysis.
Read MoreJanuary 21, 2021 •
Estate Planning ![]()
A majority of retirees—53%—have a last will and testament. However, most lack six other crucial legal documents.
Read MoreJanuary 5, 2021 •
Estate Planning ![]()
If you pass away without a will, a state court generally decides who gets your assets and, if you have children, who will care for them.
Read MoreDecember 25, 2020 •
Estate Planning ![]()
In a nutshell, an estate plan encompasses the accumulation, conservation and distribution of an estate. Done well, it will enhance and maintain the financial security of the next generation.
Read MoreDecember 18, 2020 •
Estate Planning ![]()
The steady drone of coronavirus news these past nine months has spurred countless older Americans to face a long-procrastinated task: writing—or rewriting—their wills.
Read MoreNovember 30, 2020 •
Estate Planning ![]()
To ensure a lasting legacy, you need to get your documents in order and have a clear plan for how your wealth will transfer, avoiding taxes and inheritor pitfalls along the way.
Read MoreOctober 21, 2020 •
Estate Planning ![]()
Estate planning is the process of transferring the management of your assets, if and when you are unable to manage them yourself due to disability or death. Whether you have $100 or $100 million you should have an estate plan.
Read MoreSeptember 23, 2020 •
Estate Planning ![]()
Estate planning is a systematic method that manages the personal and financial matters of a person in case of death. The legal document for the necessary plan for death is called the Last Will and Testament, which includes the set of instructions for the condition and distribution of the estates.
Read MoreSeptember 22, 2020 •
Estate Planning ![]()
As part of your estate planning, don’t forget to consider a power of attorney.
Read More
