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Four Estate Planning Basics: What Everyone Should Know When Developing an Estate Plan

September 25, 2015 Posted In Estate Planning,Powers of Attorney,Trusts,Wills

Estate planning is not just about figuring out what will happen to your assets after you pass. It is also about setting up protections for you and your loved ones. In fact, a comprehensive, effective estate plan can save a significant amount of stress, grief and money in the future. As you start to develop…

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Your Go-To Estate Planning Glossary: Key Estate Planning Terms Defined

August 19, 2015 Posted In Estate Planning,Powers of Attorney,Probate, Estate, & Trust Administration,Trusts,Wills

Estate planning and probate can be involved processes. For those who are just getting started with either of them, knowing some fundamental terms can be a good place to start, as it can begin to familiarize people with the key terms they will likely be hearing and needing to understand as they move forward. To…

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Five Tips for Agents of Financial Powers of Attorney

May 25, 2015 Posted In Powers of Attorney

Agents or “attorneys in fact” are people who have been designated by another individual (i.e., the principal) via a financial power of attorney to manage the principal’s finances. While stepping into the role of agent for someone else is completely voluntary, when people do agree to take on this role, they accept certain legal responsibilities.…

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