Tag Archives for " Power of Attorney "
Singles Still Need a Plan for Retirement…just Different
Being in a relationship isn’t for everyone. However, if you find yourself single in the long run, financial experts say you should be planning for retirement differently
Continue readingThe Benefits of Having a Power of Attorney in Place
POAs are legal documents that allow you to name an “agent” (also sometimes referred to as an “Attorney-in-fact”) to act on your behalf for financial or health care decisions. They are key components of any estate plan
Continue readingPrepare to Live a Long Life and Enjoy Every Bit of It!
A long life is a great gift, but with the joys come some financial and legal challenges. The earlier you act to address them, the better off you and your heirs will be.
Continue readingEstate Planning Fundamentals You Need to Know
It’s easy to put off because it can be morbid and often doesn’t kick in until late in our lives, but it’s an important piece to be thinking about for those of us who want to make sure our families are provided for.
Continue readingHere’s an Estate Planning tool all College Students Need
My son is leaving for college on the East Coast in August. Is there anything special I should consider, legally or financially, in preparing for this life change – both for my son and for me?
Continue readingWill SAFE Act Really Make Seniors Safe? Some Don’t Think So…
In an attempt to take a step toward countering some of the negative impact of elder financial abuse, the government recently passed the Senior Safe Act in May 2018, as part of a bipartisan banking reform set of laws.
Continue readingEstate Planning is More than Assets…it’s About Your Life
If you think that you do not need an estate plan because you do not have very many assets, then you do not understand that estate planning is not just about your property.
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