September 2021

co-agents

Understanding Co-Agents

I can’t decide which of my two children should be my power of attorney Agent when I need help paying my bills and talking to doctors. Can’t I just name them both and make them Co-Agents? You can, but please don’t. You risk creating conflict or chaos if you name more than one child to […]

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generational wealth

Generational Wealth Transfer and Your Estate Plan

How to protect your inheritable legacy so that its aggregate will exist for future generations requires careful planning. There are always generational differences of opinion as to how best to live and act in the world. Millennials and Generation Xers seem to have distinctly different priorities and politics than their older benefactors in response to

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how to store my important documents

How to safely store your financial and legacy documents

You may have wondered, how to store my important documents? It is crucial to store your estate planning documents like your will, living wills, powers of attorney, trusts, medical directives, and financial information securely somewhere your survivors can easily access. Additionally, you need to securely store information about birth certificates, marriage licenses, even divorce decrees,

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