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Empowering Family Members to Make Decisions on Your Behalf

Month: September 2018

Empowering Family Members to Make Decisions on Your Behalf

power of attorney empowering family members to make decisions on your behalf

Creating a Power of Attorney is an important piece of your estate plan.   Many people mistakenly believe they do not need to have a Power of Attorney in effect until after they have lost their legal capacity to sign

Using Trusts as Part of Your Estate Plan

Financial Advisor Talking To Senior Couple At Home Signing Documents Sitting On Sofa about financial trust

If you are building an estate plan, creating a financial trust can be a great way to control your wealth and protect your legacy. Many people choose to build a trust to protect their assets, designate beneficiaries, and get tax


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