How to Get Organized to Meet With Your Estate Planning Attorney OK, great! You’ve finally decided it’s time to meet with an estate planning attorney and get your affairs in order. It’s time to make sure your family is protected. Now that you’ve scheduled the first...
Trust Funding: Setting Your Trustee Up for Success For many people, a revocable living trust is a valuable tool to ensure that their finances are well managed during periods of incapacity and that their loved ones are financially secure upon their passing. However,...
Should I add my child’s name to my account? My clients often ask whether or not it is a good idea to add their child name to their accounts. Adding a child as Power of Attorney (POA) on your account, may be useful if there is ever a period of time you are...
Are You Following Your Estate Plan? An estate plan is like a map to the way your life’s work should be honored. It is meant to be followed. But in order for others to follow it, you must first. Your estate plan should be a carefully thought out plan designed to...
Five Surprisingly Common Planning Mistakes Baby Boomers are Making Baby boomers – the first generation tasked with the responsibility of planning for and funding their golden years. This generation, which includes those born between 1946 and 1964, have entered...
