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Agent

Is a Power of Attorney Really Necessary

A document usually included in an estate planning package is a financial power of attorney. What is a financial power of attorney? Read more

The first step in understanding whether a power of attorney can transfer money to themselves is to understand the different types of power of attorney. Read more

Facing the decline of health, whether mental or physical, brings an array of challenges. Some of those are logistical physical challenges, while others are legal, such as managing bill payments or filing taxes. Read more

Why Everyone Needs an Estate Plan

Estate planning isn’t just for wealthy individuals with large assets; it’s essential for everyone. Read more