February 22, 2022 •
Estate Planning 
It’s generally recommended that you review your will and other end-of-life documents at least every few years, although there can be reasons to do a checkup more often.
Read MoreFebruary 10, 2022 •
Estate Planning 
Estate Planning may not be something you necessarily WANT to think about, but it could protect your interests and wishes long after you are gone.
Read MoreFebruary 10, 2022 •
Estate Planning 
As a review of terms, a will is a legal document that specifies how a person’s estate should be handled only after that person’s death. A living will has nothing to do with how your “things” like property, money, jewelry, etc. are to be distributed. Unlike a will, it is, in fact, a document that comes into play while you’re still alive.
Read MoreDecember 9, 2021 •
Estate Planning 
Estate planning is making decisions today for what you want to happen in the future.
Read MoreDecember 8, 2021 •
Estate Planning 
At such an emotional time, more paperwork is probably the last thing you want on your to-do list. However, taking a few key steps is critical to your financial future.
Read MoreDecember 6, 2021 •
Estate Planning 
Picture this…your child is in the hospital, but the on-call doctor won’t talk to you let alone allow you to weigh in on medical decisions. While hospitalized, your child’s bills are going unpaid because you can’t access their accounts—potentially wreaking havoc on their financial credit. Why? Because they’re over the age of 18.
Read MoreDecember 1, 2021 •
Estate Planning 
Even those who have saved and invested well may not be sharing their financial information with a spouse or loved one. It’s time to do that now.
Read MoreNovember 29, 2021 •
Estate Planning 
As a legal adult after attaining the age of 18, your child should have in place several legal documents that will allow you to provide support and obtain information, if something unexpected happens to your child.
Read MoreNovember 19, 2021 •
Estate Planning 
For many families with elderly people or engaged in estate planning, power of attorney is essential, especially if the elderly person’s mental abilities are compromised. Having someone who can take care of legal and financial matters can make this part of life far easier. However, power of attorney is a sweeping grant of authority.
Read MoreNovember 11, 2021 •
Estate Planning 
Discussing estate planning with your parents is a conversation that can be difficult to have. You might not want to think about the day they are no longer here, or even consider that they might experience a decline in health that severely limits their ability to think clearly or communicate with you.
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