Financial advisor consultation with clients on retirement, finance planning or investment and document on laptop screen. Accountant woman, senior people and pension advice, asset management or budget

What is Incapacity Planning?

A comprehensive estate plan doesn’t only include instructions for what will happen to your property when you pass away — it should also include a plan for incapacity. Incapacity planning specifies who will handle your financial and business affai… Read More
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Categories: Estate Planning
Elder Law

Fast Facts About Power of Attorney Documents

While everyone’s life and estate planning will look different, there are a few parts that will almost always be there. Arguably, the most important are the Power of Attorney documents. These documents can prove to be a massive lifesaver for familie… Read More
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Categories: Estate Planning
Estate Planning

Who Can Know About An Estate?

The loss of a loved one is an intense and stressful situation for everyone. It can often be made worse by being kept in the dark about something you think you should know. When it comes to sorting out an estate plan, the question of who can know abou… Read More
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A model home next to a key

How Estate Planning Works

Talking about estate planning can be a scary proposition. The phrase Estate Planning covers a lot of different bases, from the most bare bones Will to the most fully kitted out Trust. Many people frequently put this very important duty off as long as… Read More
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Categories: Estate Planning
Woman Helping a Senior Wtih Documents

How Power of Attorney Works, and Can Save Your Family Heartaches and Headaches

While every estate plan is different, some core elements remain the same. Power of Attorney documentation is among the most basic of forms a lawyer will use. In many cases, the same documentation handed to you will be identical to what you find onlin… Read More
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Categories: Estate Planning

The Most Important Thing About a Will That Nobody Will Tell You

For the most part, people base buying decisions on price, but when it comes to legal services initial cost is not a reliable way to judge value. Read More
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Shot of a consultant going through paperwork during a meeting with a senior woman at home

Transfer on Death Train Wreck

Transfer-on-death (TOD) designations are a wonderful thing. They can help avoid probate and speed the transfer of assets on death. However, there are traps for the unwary. That is, often the account holder will not tell you that if a TOD beneficiary… Read More
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Categories: Estate Planning