Who should you trust to Make Financial Decisions for You and manage your financial well-being when you are no longer able to do so? A power of attorney (POA), otherwise known as an agent to your principal, has the legal authority to represent and make decisions on your behalf. What characteristics should you look for […]
The death of a spouse is a challenging life experience emotionally, spiritually, and often financially. It is common for one spouse to handle family tax and estate plans, and a widow(er) may be looking at a complex financial situation with more questions than answers. It is a mistake to think that a complete estate plan
Spring cleaning isn’t just for housekeeping, it’s also an excellent time to review your important Estate Planning documents like your Wills, Trusts, and Powers of Attorney. How long has it been since you’ve updated your estate planning documents? Do they still reflect your wishes? Here are 5 common reasons to make updates to your Estate
Spring Cleaning: 5 common reasons to update your Estate Plan Read More »
Dementia, in particular, the prevalence of Alzheimer’s Disease in the American population, is creating difficult caregiving experiences for the family members who are primarily responsible for providing care. Even though you understand your loved one’s dementia behaviors are a symptom of the disease and not intentional or personally targeted to you, coping with them is
Estate planning for surviving spouses After losing a spouse or long-time partner, it is difficult to consider more than just your grief. However, it is crucial to understand there are important and timely decisions you need to make regarding your finances and personal estate plan. In truth, estate planning is perpetual as it accounts for