Financial Power of Attorney

To spring or not to spring?

A financial power of attorney (POA) can be a critical component of your estate plan. It appoints a trusted representative (often called an agent) to make financial decisions on your behalf in the event you’re unable to do so.

Without...

Financial Power of Attorney Continue reading…

Estate Planning Red Flag

You’re attempting to create your estate plan with DIY tools

Interested in trying to prepare your own estate plan? There are resources available to assist you, such as online services, computer software and how-to books. Do-it-yourself (DIY) estate planning may save you a few hundred dollars, or even a...

Estate Planning Red Flag Continue reading…