Jan 22, 2016 | Estate Planning
Likely the most important decision you will make in preparing your estate plan is choosing your “agents.” These are the people that you designate to handle your affairs – whether they be health related or financial and whether these decisions need to be made before... Read More
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... Read More
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... Read More
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... Read More
