Oct 2, 2015 | Estate Planning
Can you prepare your own estate planning documents (i.e. Healthcare Power of Attorney, Financial Power of Attorney, Will, Trust)? Yes you can, but the question is should you do this? Anyone can find anything on the internet nowadays and “services” such as Legal Zoom...
Oct 2, 2015 | Estate Planning
There are many matters to consider when you are planning to leave your estate, whether it is in the thousands or beyond, to a young beneficiary – whether this beneficiary is a child, niece or nephew, godchild, etc. How old is a “young beneficiary”? That ultimately...
Aug 10, 2015 | Estate Planning
When potential clients ask me about preparing an estate plan (i.e. a legally enforceable plan that handles your affairs upon your incapacity or death) they most frequently ask about preparing a Last Will and Testament. However, although a Will is an absolute...
Jul 24, 2015 | Trusts & Probates
The concept of probate becomes relevant in one of two situations: (1) when a person is incompetent and cannot handle his or her own affairs or (2) upon a person’s death if there are assets being held in his or her name alone. In the event of an incompetency, the local...
