4 Reasons to Not Add Joint Account Holders
Banks often suggest that loved ones be added to bank accounts as joint account holders.…
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power of attorney
Health Care Power of Attorney: Take Control When Things Get Out of Control
We all want control. With a healthcare power of attorney, you can maintain some control…
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The Power of Attorney and Advance Health Care Directive for College Kids: Don’t Let Them Leave Home Without It
It’s that exciting time of year! The kids are heading – or going back to…
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Moved out of state? Check your estate plan
There’s a lot to do when you move to a new state. In midst of…
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New brokerage account safeguards aim to protect seniors
As the population ages, elder financial abuse is a mounting problem, and vulnerable seniors can…
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Advance Medical Directive documents also important for young individuals.
As an example, consider the following. We recently represented clients who are the parents of…
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Understand that Wills Are Part of a Package
Any estate planner worth his or her salt is going to discuss the benefits of…
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Estate Planning Is Not Just For Grown Ups
More recently, I have focused my outreach on young families. Quite simply, it is the…
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Protect Your Power of Attorney from Legislative Changes
Medical and financial powers of attorney are a critical aspect of effective estate planning, but…
Read MoreProbate and Estate Administration
Probate and estate administration are not the horror show some make it out to be.…
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The Power Behind the Power of Attorney
There are many legal documents that could be created by a trust and estate attorney.…
Read MoreDon’t wait until it’s too late to execute a power of attorney
A durable power of attorney is an extremely important estate planning tool, often more important…
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