» Powers of Attorney

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How to Choose the Right Agents for Your Incapacity Plan

Many people believe that estate planning is only about planning for their death. But planning for what happens after you die is only one piece of the estate-planning puzzle. It is just as important to plan for what happens if you become unable to man… Read More
incapacity planning documents

Five Essential Legal Documents You Need for Incapacity Planning

Comprehensive estate planning involves more than just planning for your legacy after your death, avoiding probate, and reducing taxes. Good estate planning also addresses incapacity and appoints people to make legal, financial, and medical decisions… Read More
hand holding a phone showing a Twitch account

What Happens to My Twitch Account When I Die?

In the digital age, our online presence extends beyond social media. Platforms like Twitch, where users engage with live-streamed content, present unique considerations when it comes to estate planning. Do you know what happens to a Twitch account af… Read More
Estate Planning Word Cloud

How Far in Advance Can I Begin My Estate Planning?

You can create your estate plan at any time, but many people choose to begin the process of estate planning sooner rather than later. Why? Because you never know when life-changing medical or financial emergencies can strike that will require someone… Read More
Conversation about estate planning

Should the Trustee of My Trust Be Different during My Incapacity Than at My Death?

When you create a trust, choosing a trustee is one of the most important decisions you will make. If you create a revocable living trust—that is, a trust that you establish during your lifetime and can revoke or amend—you may opt to act as truste… Read More
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Recent Unemployment? Three Things You Must Do to Protect Your Family

If you have recently lost your job, you are not alone. Inflation has skyrocketed in the United States over the past few years. Some smaller businesses have not been able to survive the increased expenses, putting employees out of work, while many lar… Read More
Mental Health Awareness Month

Mental Health Awareness Month: How an Estate Plan Can Help Improve Anxiety

Roughly one in five US adults experiences a mental illness each year. Anxiety disorders are among the most common mental health conditions, affecting nearly one-third of adults at some point in their lives. While anxiety can be generalized and chroni… Read More
Block letters on toy fire truck showing the importance of re-appointing power of attorney after a divorce

Understanding the Power of Attorney

In its various forms, a power of attorney is an essential tool when planning for possible incapacity or if you otherwise need a trusted agent to manage your affairs. This legal document can grant broad authority to one or more agent to transact busin… Read More
Storing Directives on a Smart Phone

Storing Your Health Care Directives on Your Smart Phone? There's an App for That.

More Americans than ever can now store information on smartphones and tablet devices. Whether engaging in online banking, using a mobile plane boarding pass, or creating work calendars shared in the cloud, the internet of things provides needed conne… Read More
3D illustration of a fountain pen and a golden stamp with the text fiduciary duty.

What It Means To Become a Fiduciary

In your lifetime, you may be asked to act on behalf of a family member or friend. This could be being named as agent under a power of attorney, as executor under a will, or as trustee for a trust, for example. Then, if that person who named you becom… Read More