» Powers of Attorney

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Questions to Ask When Hiring a Fiduciary

September 16th, 2026
Posted By
Jana R. McCreary
A comprehensive estate plan does more than direct who will receive your money and property after your death. It also provides instructions for managing your affairs during your lifetime and identifies the people who will act for you if you are unable… Read More
Categories: Estate Planning, Health Care Surrogates, Hiring an Attorney, Pet Trusts, Powers of Attorney, Trusts, Wills
Estate Planning text on white paper on black folder with a lavender pen to take notes

How to Choose the Right Agents for Your Estate Plan

September 2nd, 2026
Posted By
Jana R. McCreary
Choosing the people who will serve in your estate plan is far more than a formality—it is one of the most consequential planning decisions you will make. While it is common to default to a spouse or nearest relative, blindly naming someone without… Read More
Categories: Estate Planning, Health Care Surrogates, Powers of Attorney, Trusts, Wills
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When “We’ll Figure It Out” Becomes a Problem: Estate Planning Before a Family Emergency

August 26th, 2026
Posted By
Jana R. McCreary
When a parent’s health crisis hits, families often discover that what they thought they had figured out fails to hold up under pressure. Grief, exhaustion, and dysfunctional family dynamics can distort verbal understandings, and good intentions do… Read More
Categories: Estate Planning, Powers of Attorney, Trusts, Wills
3D gold person holding a road map while pointing to it to show an estate road map

Your Family’s Estate Road Map: A Step-by-Step Guide to Managing Assets and Wishes

August 5th, 2026
Posted By
Jana R. McCreary
Maps help us get where we are going. Nowadays, phone apps provide detailed directions, making it nearly impossible to get lost. A physical map may seem outdated, but in an emergency, it can be a lifesaver. An estate plan without a “road map” leav… Read More
Categories: Estate Planning, Health Care Surrogates, Powers of Attorney, Property, Trusts, Wills
couple kisses after propose, woman is holding her hand out for the camera to see her ring. Ideas surrounding estate planning after remarriage

Estate Planning After Remarriage

July 29th, 2026
Posted By
Jana R. McCreary
You may not be able to choose the family you are born into, but you can choose the family you build through marriage, partnership, and the life you create on your own terms. The traditional nuclear family is no longer the default, and biological fami… Read More
Categories: Estate Planning, Hiring an Attorney, Planning for Minor Children, Powers of Attorney, Property, Trusts, Wills
A flat-lay photograph of a teacher's desk during summer break. Bright natural sunlight, a warm cup of coffee, a laptop displaying financial charts, a notebook with a checklist that says

Estate Planning for Schoolteachers: How Your Benefits Come into Play

July 8th, 2026
Posted By
Jana R. McCreary
Ah, summer break. It’s the hard-earned season where the school bells finally fall silent, the lesson planners are put away, and educators get a collective moment to breathe. But while summer is perfect for recharging, it’s also the ideal window t… Read More
Categories: Estate Planning, Powers of Attorney, Trusts, Wills
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The Estate Planning Importance: The Risks of an Unfinished Estate Plan

June 24th, 2026
Posted By
Jana R. McCreary
Planning for the future, especially your own mortality, is never easy. Even when you understand the importance of creating a will or trust to protect your loved ones, finding the motivation to complete an estate plan can be difficult. Yet an unfinish… Read More
Categories: Estate Planning, Guardianship, Health Care Surrogates, Hiring an Attorney, Living Will, Powers of Attorney, Probate, Trusts, Wills
An adult daughter and her aging father having a supportive conversation on a living room sofa. A notepad, pen, and coffee mugs sit on the coffee table in front of them, capturing a gentle moment of family estate planning and discussion.

Talking to Aging Parents About Estate Planning

June 10th, 2026
Posted By
Jana R. McCreary
Beyond the practical purpose of transferring assets and reducing taxes, an estate plan reflects love, responsibility, and values. That emotional heaviness may be part of why many families avoid the subject. Pew Research reports that only about 3 in 1… Read More
Categories: Burial Plans, Estate Planning, Health Care Surrogates, Hiring an Attorney, Powers of Attorney, Probate, Senior Issues
A close-up photograph capturing a high-quality, organized leather legacy binder and an adjacent wooden lockbox, resting on a clean mahogany desk. The scene is bathed in warm, soft, natural light, conveying a peaceful, structured atmosphere.

The “Death Box”: One Step That Can Make a Difficult Time Easier for Your Loved Ones

June 3rd, 2026
Posted By
Jana R. McCreary
Losing a loved one is challenging enough without added complications. One way you can take some of the pain out of administering your estate is by preparing a death box, also called a death binder, next-of-kin box, or legacy folder. It serves as a ce… Read More
Categories: Burial Plans, Estate Planning, Living Will, Powers of Attorney, Property, Trusts, Wills
Estate planning for single people as shown with a Portrait of a cheerful attractive businesswoman standing with arms folded in office

Mastering Your Future: An Essential Estate Planning Guide for Single Individuals

May 20th, 2026
Posted By
Jana R. McCreary
As a single person, you may find yourself wondering who will step in to make important decisions for you if you become unable to do so or who will receive your money and property after your death. Although parents, siblings, or other loved ones may b… Read More
Categories: Estate Planning, Health Care Surrogates, Hiring an Attorney, Living Will, Powers of Attorney, Probate
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