financial power of attorney

12 Months of Estate Planning: A Plan to Get Your Estate Plan Set up in 2020

12 Months of Estate Planning: A Plan to Get Your Estate Plan Set up in 2020

Estate planning can be one of the most important things you do for your family’s future, but it can also be overwhelming. Between heavy subjects you don’t want to think about, the need to do a lot of paperwork, and everything else going on in your life, it can be too easy to keep putting…

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Estate Planning: A Key Baby Boomer Family Value!

Estate Planning: A Key Baby Boomer Family Value!

If you were born between 1946 and 1955, you are considered to be a “Baby Boomer.” If you are a Baby Boomer do not already have an estate plan established, you need one for your own sake and for your family’s. So, what is an estate plan and why is it important? In this article,…

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How to Help Your Family Use Your Estate Planning Forms in An Emergency

How to Help Your Family Use Your Estate Planning Forms in An Emergency

In an emergency, everything is chaotic and stressful. Family members are often distraught and unable to clearly (and quickly) think about your wishes. What will happen to your children if you and your spouse are no longer able to care for them or yourselves? How will your family know your wishes or have access to…

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4 Must-Have Estate Planning Documents for Every Young Adult

4 Must-Have Estate Planning Documents for Every Young Adult

  You are young and you are ready to change the world!  But as you charge into the world, there’s something you maybe were never taught… The importance of taking steps to secure your current and future assets and estate through an appropriate estate plan.      Last Will and Testament A fully fleshed out estate…

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