July 21, 2022 •
Estate Planning 
Of all of the essential estate planning documents, the durable general power of attorney is usually the document that is needed first.
Read MoreMay 23, 2022 •
Estate Planning 
A power of attorney is an estate planning legal document signed by a person, referred to as the “principal,” who grants all or part of their decision-making power to another person, who is known as the “agent.” Power of attorney laws vary by state, making it crucial to work with an estate planning attorney who is experienced in the law of the principal’s state of residence.
Read MoreApril 15, 2022 •
Estate Planning 
To get power of attorney (POA), the person granting you that power must name you as the agent to have the powers specified in the POA document. It must be signed by the giver while s/he is sound of mind.
Read MoreApril 12, 2022 •
Estate Planning 
It's hard for a family to recuperate when the patriarchs and matriarchs have gone to glory, leaving a battle for who will carry the family's leadership role and manage the family's transition of wealth.
Read MoreMarch 3, 2022 •
Estate Planning 
These agents take over your affairs in specific areas, if you become physically or mentally incapacitated.
Read MoreSeptember 15, 2021 •
Estate Planning ![]()
As you know, a power of attorney (POA) allows another person, the Attorney-in-Fact (AIF), to conduct business on behalf of the principal. The POA authorizes the AIF to sign for and on behalf of the principal.
Read MoreAugust 16, 2021 •
Estate Planning ![]()
An estate plan tells your heirs and the courts how to divide up your assets, but it also helps protect your loved ones from unnecessary hassle and expense–as well as potentially months, even years, tied up in the court system settling your estate.
Read MoreJuly 27, 2021 •
Estate Planning ![]()
Some people think that, because their assets are jointly owned with a spouse or are in a trust, they do not need a Power of Attorney, or that if they become incapacitated, their spouse automatically has the authority to make medical decisions on their behalf.
Read MoreJuly 14, 2021 •
Estate Planning ![]()
I know of someone who was joint account holder with his dad for many years, then later his dad then appointed him as power of attorney. How does that work? Is the son still a joint account holder?
Read MoreMay 20, 2021 •
Estate Planning 
You can reduce stress and expenses for yourself and your family, if you develop an estate plan that includes these important documents.
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