Avoid these Medical Power of Attorney Mistakes
Everyone age 18 and over should have a health care proxy document signed (think children off to college, and yourself, not just an elderly parent).
May 4, 2023
Adding Children to Joint Account can have Unintended Consequences
Joint accounts may seem like an effective way to prepare if parents need help with finances as they get older, but unexpected problems could crop up.
May 2, 2023
Planning for Long-Term Care with Irrevocable Trusts
With the possibility of needing long-term care in the future, many people are interested in proactive planning.
April 17, 2023
Qualified Disability Trust can reduce Tax Burden
A qualified disability trust (QDisT) is a special needs trust that qualifies for a federal tax exemption.
April 4, 2023
Planning to Protect your Pet after Death
Although in the past it may not have been the norm to provide for animals in our estate planning, times have changed.
March 27, 2023
There is Value in a Life Insurance Trust
Created to own and control a life insurance policy or policies while the insured is alive, Irrevocable Life Insurance Trusts (ILITs) are tools that are sometimes recommended by estate and planners.
February 27, 2023
What are the Responsibilities of a Legal Guardian?
A guardian is someone who is appointed by the courts to assist another with their personal and medical affairs.
February 22, 2023
How the Guardianship Process Works
If you haven’t had any experience with guardianship for adults with dementia, it’s likely you don’t understand just how complex it is. You are not alone.
January 17, 2023
A Durable Power of Attorney is Essential
Without a power of attorney, your spouse, children or friends will probably have to petition the court to step in on your behalf.
December 29, 2022
Young Professionals Need Estate Planning
Physicians may deal with life and death issues every day. However, few may want to think about the eventuality of their own end.
December 28, 2022