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Estate Planning

Financial Powers of Attorney

Categorized in:
Trusts, Medical Directives, Financial Powers of Attorney, Disability and Special Needs, Wills, Planning for Minors

Estate planning is making a plan in advance, naming the people or organizations you want to receive the things you own after you die, and taking steps now to make carrying out your plan as easy as possible later.

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Categorized in:
Medical Directives, Financial Powers of Attorney, Wills

A simple trust or will, a durable power of attorney, and a medical power of attorney are important estate planning documents for young adults.

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Categorized in:
Trusts, Financial Powers of Attorney, Retirement Accounts, Wills

A basic estate plan is essential for everyone. At a minimum, everyone should have three estate planning items in place: an up-to-date will or trust, a durable power of attorney, and updated beneficiary forms.

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Categorized in:
Inheritance Planning, Financial Powers of Attorney

As digital assets become more common to all of us, it is important to include them in estate plans. These four steps will help ensure you do this properly.

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Categorized in:
Medical Directives, Financial Powers of Attorney, Retirement Accounts

Single people face unique estate planning issues that require advanced planning, time, and the help of an experienced professional.

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Categorized in:
Medical Directives, Financial Powers of Attorney, Wills

The state laws that govern estate planning documents such as wills, trusts, medical directives, and powers of attorney are different in every state.

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Categorized in:
Medical Directives, Financial Powers of Attorney

Planning for incapacity involves creating a set of written instructions for how you want decisions related to your assets and healthcare handled should you not be able to make them yourself.

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Categorized in:
Trusts, Medical Directives, Financial Powers of Attorney

Estate planning issues for unmarried partners to consider for after death estate planning.

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Categorized in:
Trusts, Legacy, Medical Directives, Inheritance Planning, Financial Powers of Attorney, Retirement Accounts, Wills, Planning for Minors

A checklist of eight estate planning things you should take care of before you travel.

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Categorized in:
Medical Directives, Financial Powers of Attorney, Wills

Learn about some of the estate planning documents that all young adults (18+) should have.

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Categorized in:
Trusts, Medical Directives, Financial Powers of Attorney, Retirement Accounts, Wills

Learn about what changes to your estate plan should be completed and considered when planning for your divorce.

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Categorized in:
Trusts, Financial Powers of Attorney, Probate

Most people don't think about how to hold title until the title company poses the question when you buy or refinance. Learn the most common ways to hold title to real estate.

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