financial estate

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

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…

Read More...
Incompetence Defined for Durable Power of Attorney

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….

Read More...
Is your existing family protection plan enough to still protect your family?

Is a Military Will Enough Protection for my Family?   

One of the benefits of serving in the United States Military is that you have access to free legal help for things like: Powers of Attorney, Wills & Living Wills, Family care & Family Estate Plan, Survivor benefits, Estate taxes, Probate.  However, there are some very important limitations to these supports that you should be…

Read More...