Estate Planning

Parents typically want to give their children every opportunity in life. They provide guidance and support on a day-to-day basis. They also plan for their child's future comfort and financial stability. Part of that planning process includes creating an estate plan....

A power of attorney (POA) is a type of legal document that grants certain powers or authority to your chosen agent so that they can make decisions on your behalf under very specific circumstances. They’re very commonly used by people for various reasons – and they can...

The easiest way to leave most of your assets to your heirs is simply to put them in the will. You can use your will to divide up financial accounts, such as a savings account, a checking account or an investment portfolio. You can name who is to inherit your...

Those with close loved ones and valuable property often put significant effort into the creation of their estate plans. They want to ensure that the right people inherit their property and that those selected beneficiaries actually experience a positive impact from...

Taxes and other financial obligations are easy to overlook during the estate planning process. People are often so fixated on how to support dependent family members or what will happen to their most valuable property that they don't stop to think about the...

Your estate plan serves as a form of protection for you as you age and as a crucial form of guidance for your loved ones after your death. Your estate plan may include a variety of different documents, ranging from a trust to powers of attorney. Your will can talk...

While Benjamin Franklin was referring to the newly created U.S. Constitution when he said “…nothing is certain in life except death and taxes,” he accidentally and neatly summed up the practice of judicious estate planning. Only 33% of people have arranged their...