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 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 20, 2021 •
Estate Planning ![]()
Powers of attorney come in different forms, each suited for a specific purpose. They serve as useful tools in any estate-planning effort.
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 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 MoreDecember 3, 2020 •
Estate Planning ![]()
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 MoreNovember 23, 2020 •
Estate Planning ![]()
Do you have accounts, records or information that are accessed using your mobile phone, through an internet connection, or by using a keyboard or through a touch-screen or tablet?
Read MoreNovember 2, 2020 •
Estate Planning ![]()
When do you need your estate plan to ‘go to work’ for you? While you may think the right answer is ‘after I die,’ the actual answer is ‘if I lose the ability to manage my own affairs.’
Read MoreOctober 22, 2020 •
Estate Planning ![]()
It’s difficult to go a few hours without interacting with a digital account. Whether that is email, online banking or social media, many daily tasks involve digital informational storage.
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.
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