Throughout our busy office, we often hear the adult children of our clients say, “We need to get our estate planning done so that we don’t leave a mess for our children, like what we had to deal with for Mom and Dad.” If this quote seems all too familiar to you, then let this be the… read more
There are lots of misconceptions about estate planning, and any one of them can result in costly mistakes. Understanding who needs an estate plan and what it should cover is key to creating a plan that is right for you. A properly crafted estate plan allows you, while you are still living, to ensure that… read more
Top Reasons Everyone Needs a Comprehensive Power of Attorney The benefits of a highly detailed, comprehensive power of attorney are numerous. Unfortunately, many powers of attorney are more general in nature and can actually cause more problems than they solve, especially for our seniors. Below are the highlights of the benefits a comprehensive, detailed power… read more
A revocable living trust, which is often just called a living trust, is a legal tool that is created to ‘hold’ the assets of an individual. This individual, known as a grantor, can control and manage all the assets placed within the trust, or they can assign another party to do this on their behalf…. read more