What is an Estate Plan again? Ok, real quick, let’s cover what an estate plan is so we know what we’re talking about. At its core, a basic Estate Plan would comprise of a Will, powers of attorney (usually one for finance, and one for medical), a Living Will, and various titling and/or beneficiary [...]
What is a Power of Attorney? A power of attorney is a legal document you can create/sign to give another person (known as the agent) the ability to make financial and medical decisions on your behalf. What is a “Durable” Power of Attorney? A “durable” power of attorney is a term that explains when [...]
Getting Started For many people who are named successor trustees of a friend or family member's trust, acting as trustee is a new experience that can be daunting. In this article I will provide an overview of the main steps required to settle a revocable trust after the settlor dies. Of note, this article [...]
Stay In Touch