HOW TO CHOOSE AN ESTATE PLANNING ATTORNEY

In addition to this blog, there are hundreds of programs out there to help you in planning various parts of your estate.  However, estate planning is much more than filling in your name in a computer program and having a document printed on your computer.  A rock solid estate plan requires having someone who knows each and every detail, roadblock, and hiccup, to support and guide you through each step of the way. Read More

Checklist: Six Must Have Items in Any Estate Plan

Setting up a fully comprehensive estate plan means covering all the bases so that when you need the plan to work for you, it works the way you envisioned it would.  However, that also means planning for contingencies and getting things in order today, so that tomorrow your family or caretakers aren't scrambling to figure it all out.  If you're starting to think about estate planning, or even if you've already setup Read More

6 Reasons to Establish a Trust as Part of Your Estate Plan

Estate planning should be considered one of the most essential parts of your financial plan. Setting up an estate plan simplifies the transition of your assets to the people you wish them to go to, and in the way you want them to be disbursed.  There are several aspects of an estate plan, though, and this can make the whole idea of estate planning appear harder than it is.  An estate planning attorney can help you Read More

Consider Your Estate Plan Before You Travel

We are fast approaching Summertime, when travel is busy and careful planning is necessary to nab the best airfare or book that beach cottage before it slips away.  One thing that is probably not on your travel to-do list is estate planning, but it should be so you can travel with peace of mind. Here are some tips to pack away your worries before you board that flight: Complete your estate plan. If you’ve Read More

Understanding Your VA Appeal Options Part 4: BVA Hearing

A VA Appeal can be an arduous process.  In addition to the fact that the burden is typically on you alone to demonstrate that you have a service connected injury or disability, you also have to understand the purpose and different steps in the appeal timeline.  Whether it’s a Notice of Disagreement (NOD), Decision Review Officer (DRO) Hearing, or Statement of the Case (SOC), or BVA Hearing, you could benefit from Read More

Understanding Your VA Appeal Options Part 3: Statement of the Case

A VA Appeal can be an arduous process.  In addition to the fact that the burden is typically on you alone to demonstrate that you have a service connected injury or disability, you also have to understand the purpose and different steps in the appeal timeline.  Whether it’s a Notice of Disagreement (NOD), Decision Review Officer (DRO) Hearing, or Statement of the Case (SOC), or BVA Hearing, you could benefit from Read More

Understanding Your VA Appeal Options Part 2: Decision Review Officer

A VA Appeal can be an arduous process.  In addition to the fact that the burden is typically on you alone to demonstrate that you have a service connected injury or disability, you also have to understand the purpose and different steps in the appeal timeline.  Whether it’s a Notice of Disagreement (NOD), Decision Review Officer (DRO) Hearing, or Statement of the Case (SOC), or BVA Hearing, you could benefit from Read More

Understanding Your VA Appeal Options Part 1: Notice of Disagreement

A VA Appeal can be an arduous process.  In addition to the fact that the burden is typically on you alone to demonstrate that you have a service connected injury or disability, you also have to understand the purpose and different steps in the appeal timeline.  Whether it’s a Notice of Disagreement (NOD), Decision Review Officer (DRO) Hearing, or Statement of the Case (SOC), or BVA Hearing, you could benefit from Read More

How and When Does a Durable Power of Attorney Go Into Effect?

There’s no doubt that a Durable Power of Attorney (DPOA) is an important part of your estate plan.  Ideally, if it’s well crafted and updated, a DPOA will protect both you and your assets by enabling someone you have deep trust in, to take care of both your healthcare decisions and decisions concerning your estate.   Simply put, if something happens to you where you cannot manage yourself and/or your financial Read More

What You Need to Know About a Durable Power of Attorney in 2017

There are several different types of Powers of Attorney (POA).  Regardless of the type of Power of Attorney we’re taking about, you are essentially enabling someone else to act on your behalf.  Often, you’ll sign a POA for the purpose of legal representation, or for other situations in which you might want someone to be able to sign contracts and documents for you.  In the case of estate planning, you typically Read More