Five Estate Planning Mistakes to Avoid
Five of the most common mistakes are easy to avoid with the right information and support, as well as a little creativity.
Our Estate Planning Blog
Five of the most common mistakes are easy to avoid with the right information and support, as well as a little creativity.
If you have a college-aged child, estate planning is probably the last thing on your mind.
My father only designated my mom as an agent on power of attorney forms, and they have not been updated in many years. Where do you think we should go from here?
Estate planning is not only for the wealthy—everybody can benefit from ensuring their assets and finances are properly taken care of after their death.
Disability can strike suddenly and is one of the reasons appointing an agent on your behalf to act when you cannot, is so important.
You can no longer make medical or financial decisions for your children without proper paperwork.
Imagine that tomorrow you suddenly become severely ill or incapacitated. Who would take care of your finances? How would they do it? If you don’t have a durable power of attorney, others, including your spouse, may not be able to conduct all your financial affairs on your behalf.