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Power of Attorney

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

An appointment with your estate planning attorney can address any holes that have developed and ensure that everything is in place. Read more

Safe Deposit Box

Locking away certain valuables and important documents in a bank vault could turn into a headache for you or your heirs. Read more

A frequent complaint by next-generation members is that the senior generation never fully lets go of business tasks. Read more

Estate planning isn’t just for the ultra-wealthy, nor is it something you should put off until your golden years. Read more

Inheritance - grandfather and young child in a swing

Heirs receiving an inheritance can expect the process to take time. Having a plan for the money and consulting with professionals are also things to keep in mind. Read more

For most people, it is perfectly natural to think about estate planning only in terms of planning for death. While planning for your death is very important, if that is all you plan for, your planning can quickly become woefully inadequate. Read more

What Do I Need to Know If I’m Getting an Inheritance

Heirs receiving an inheritance can expect the process to take time. Having a plan for the money and consulting with professionals are also things to keep in mind. 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

Many people think that estate planning and writing a will are the same. However, one is actually just part of the other. Read more