Power of Attorney and 401(k)? Make Sure They Work Together
One of the main goals in having a Power of Attorney is to allow your agent (also called your attorney-in-fact)... Read More
Estate Planning, Incapacity Planning Incapacity Planning
Choosing an Attorney-In-Fact
The person you designate to act on your behalf under a Financial Power of Attorney is called your Attorney-in-Fact. This... Read More
Incapacity Planning Is It Time To Update Your Estate Plan?
It’s important to think of estate planning as a continual process, instead of as a one-time event. The estate plan... Read More
Estate Planning, Incapacity Planning, Parents w/ Young Children, Wills and Trusts Is Your Advance Medical Directive Up To Date?
As important as it is to review your Will or trust periodically, it’s just as important to take a fresh... Read More
Incapacity Planning Essential Documents for a Trust-Based Estate
Have you reviewed your estate planning options and decided that a Revocable Living Trust fits your estate planning needs? If... Read More
Incapacity Planning, Wills and Trusts Guardian vs. Conservator: What’s the Difference?
When it comes to estate planning, the terms “guardian” and “conservator” tend to come up often. There’s sometimes confusion about... Read More
Incapacity Planning Choosing a Healthcare Agent
Part of a having a complete estate plan is putting together a disability plan, including a Healthcare Power of Attorney.... Read More
Incapacity Planning What is Living Probate?
Unless you have your assets in a living trust, they must go through probate upon your death. Probate allows the... Read More
Incapacity Planning, Probate