Tag Archives: power of attorney

7 Common Questions About Estate Planning

Not sure if an estate plan is right for you or maybe you're not even entirely sure what an estate plan is?

You're not alone. Many people have questions about the process of getting their estate in order for lifetime benefits as well as having an organized plan after you're gone. Here are seven common questions we...
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Legal Affairs – Autumn Checklist

With the fall season approaching, and everyone getting refocused on school and work, it’s an excellent time to review your legal affairs as well.

To help you do this, we’ve provided a checklist to ensure your legal plans meet your needs and that they are up-to-date. These are just some of the items you should focus...
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2018 Legal Resolutions

It’s the season of resolutions and goal setting!

legal resolutions for 2018 As you consider what you’d like to accomplish this year, we encourage you to think about your legal state of affairs - especially when it comes to your long-term plans. Whether you’re young or “mature” - it’s...
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Family Feud:  What to consider when choosing an executor, trustee or financial agent

Why is it that family feuds erupt after a death, or even after the incapacity of a family member?

family feud: naming your fiduciary One of the leading causes is a failure to choose a fiduciary who will handle your assets appropriately if you are incapacitated and after your...
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