A slight mistake when planning an estate can create huge problems for family members and loved ones. Even a slight issue with an estate plan could lead to asset distribution delays, major taxes and disputes. Do not let a simple estate planning mistake create issues...
Age Gracefully With A Plan In Place
Month: April 2024
Choosing the right person to be your medical agent
For many people, an important part of estate planning is setting up powers of attorney (POAs). An example of this is a medical POA, which involves potential future medical decisions. You set up the medical POA and name someone to act as your agent, If you’re...
When should you review your estate plan?
Planning for the distribution of your assets and managing your affairs after your passing is a crucial aspect of financial planning. After creating it, you must review your estate plan and update it when your life or situation changes in certain ways. Life is dynamic,...