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incapacity planning documents

Important Things Your Agent Under a Medical Power of Attorney Needs to Know

April 15th, 2026
Posted By
Jana R. McCreary
Even if you are currently in good health, an unexpected illness or injury could leave you unable to make your own medical decisions. A medical power of attorney is a crucial component of your estate plan that allows you to designate a trusted individ… Read More
Categories: Estate Planning, Health Care Surrogates
illustrated man throwing several hearts in air -tree shaped

Estate Planning as a Love Language: Protecting Those Who Depend on You

April 1st, 2026
Posted By
Jana R. McCreary
We all have different ways of giving and receiving love, and those preferences can reveal a great deal about us. You may be the type who expresses love with words, telling people you care about them or crafting carefully worded messages for someone w… Read More
Categories: Estate Planning, Guardianship, Health Care Surrogates, Living Will, Planning for Minor Children, Powers of Attorney
Cropped photo of hands of cute elder senior asian couple holding hands with love on sofa.Old people hug and holding hands. couple concept. loving concept. caring concept.

What to Do When Your Doctor Tells You to Get Your Affairs in Order

March 25th, 2026
Posted By
Jana R. McCreary
Five words no one ever wants to hear from their doctor are “Get your affairs in order.” Unfortunately, 76 percent of Americans do not have a will, and it often requires a chronic disease, terminal illness diagnosis, or other life-changing event t… Read More
Categories: Health Care Surrogates, Living Will, Powers of Attorney, Trusts, Wills
Estate Planning on a sticky note near calculator and reading glasses

The Hidden Gender Gap in Estate Planning—and How to Close It

March 11th, 2026
Posted By
Jana R. McCreary
You have probably heard of the gender pay gap. But there is also another common disparity: the estate planning gender gap. Although the two are interrelated to some extent—earning less than men puts women on an unequal path to investment and retire… Read More
Categories: Estate Planning, Guardianship, Health Care Surrogates, Living Will, Powers of Attorney, Property, Trusts, Wills
Operating Room In Cardiac Surgery representing what to do when you need major surgery

Estate Planning Tips for Someone Facing Major Surgery

February 18th, 2026
Posted By
Jana R. McCreary
Receiving news that you need major surgery is never easy. Preparing for work absences, planning for childcare and household responsibilities, and understanding the procedure itself and your recovery timeline may be among the things you are worried ab… Read More
Categories: Estate Planning, Health Care Surrogates, Living Will
Succession planning sign and figurines with arrows.

Business Succession: Why Planning for Absence and Incapacity Is Indispensable for Business Owners

February 11th, 2026
Posted By
Jana R. McCreary
As a business owner, you have likely considered establishing an estate plan to ensure your company’s continued success after your passing. However, comprehensive estate planning also addresses what will happen if you become mentally incapacitated (… Read More
Categories: Business Succession, Estate Planning, Health Care Surrogates, Powers of Attorney, Trusts
Photo of two fingers of a loving couple as unmarried partners

Committed, Protected, Prepared: Estate Planning Tips for Unmarried Couples

January 7th, 2026
Posted By
Jana R. McCreary
More couples than ever are building deep, lasting relationships without ever walking down the aisle and staying as an unmarried couple. Whether by choice, circumstance, or principle, many Americans are opting out of marriage—but not out of commitme… Read More
Categories: Estate Planning, Health Care Surrogates, Living Will, Powers of Attorney, Probate, Property, Trusts, Wills
Silhouettes of soldiers in front of a sunset with the US Flag watermarked in the background representing estate planning for veterans

Mission Accomplished: Your Guide to Veterans’ Planning Essentials

November 12th, 2025
Posted By
Jana R. McCreary
Joining the military often sets individuals on a path that is distinctly different from pursuing higher education or entering the civilian workforce. Every year around Veterans Day, we honor the sacrifices of those who have served our country. Howeve… Read More
Categories: Estate Planning, Health Care Surrogates, Living Will, Powers of Attorney, Trusts, Wills
The phrase Do The Right Thing typed on a paper on office table. A reminder to make the right choices in your estate plan.

Twelve Estate Planning Blunders You Cannot Afford to Make

October 29th, 2025
Posted By
Jana R. McCreary
Many people believe that a simple will is all they need to accomplish their goals for the future. However, a flawed estate plan can create just as many headaches, heartaches, and expenses for your loved ones as having no plan. Life changes, laws evol… Read More
Categories: Estate Planning, Health Care Surrogates, Living Will, Planning for Minor Children, Powers of Attorney
Scale - Facts in Green or Myths in Red demonstrating estate planning myths

Four Estate Planning Myths: Debunking Common Misconceptions

September 10th, 2025
Posted By
Jana R. McCreary
Estate planning often feels complex, leading many people to rely on assumptions that can have devastating consequences for their loved ones and their legacy. From who can make decisions for you to whether you need an estate plan, common myths can sta… Read More
Categories: Estate Planning, Guardianship, Health Care Surrogates, Living Will, Pet Trusts, Planning for Minor Children, Powers of Attorney, Probate
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