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According to the FINRA website: power of attorney is a legal document you sign to grant someone you trust with authority to make decisions on your behalf. You must sign when you’re still mentally competent for your power of attorney to be valid. Planning for the future with a power of attorney could minimize complications […]Continue reading
“Shirtsleeves to shirtsleeves in three generations.” The saying is true, and the cycle is real. As the expression indicates, after the buying, the building, and the selling, there’s rarely anything left of a family’s wealth for the fourth generation. Multi-generational planning focuses on breaking that cycle by allowing your heirs to have the knowledge […]Continue reading
You have spent your whole life organizing your legal documents, so each piece is readily available for doctors’ visits, taxes or other financial opportunities. But does your family understand where to find these vital documents in a time of need? Utilize this checklist to create an inventory of all of your personal, financial, and […]Continue reading
You have spent your whole life organizing your legal documents, so each piece is readily available for doctors’ visits, taxes or other financial opportunities. But does your family understand where to find these vital documents in a time of need? Utilize this checklist to create an inventory of all of your personal, financial, and […]Continue reading
This simple checklist is designed to help you assess whether the necessary preparations have been made to care for your family and estate in the unfortunate event of your passing. Although this is not a comprehensive guide, it does provide a starting point for you to determine how well prepared you actually are. If you […]Continue reading
If you have heirs and “things” and money, then you need a will. Having a will doesn’t guarantee the situation won’t turn sour, but it can help preserve your intentions. The question is, is going DIY good enough, or do you need to lawyer up? DIY from scratch It’s important to know that while […]Continue reading
Candidates run campaigns on promises and plans, but that doesn’t mean they ever come to fruition. The Biden administration will maintain a Democratic majority in both the House and the Senate for at least the next two years, giving him a greater opportunity to push through his agenda. However, in light of more pressing concerns, […]Continue reading
Bucks, bacon, dough, moolah, cabbage, cheddar, Benjamins, whatever you call it, money makes the world go round. With so many words used for the same thing, it’s not surprising that sometimes we hear financial terms but feel lost on the concept. Financial Literacy Month is the perfect time for a refresher. COMPOUND INTEREST Think […]Continue reading
For most families, navigating elder care decisions falls somewhere between adult siblings happily gathering together and planning for their parent’s future and siblings who barely speak making rash decisions in an effort to end a difficult conversation quickly. Caregiving has a way of sneaking into people’s lives. Typically, the adult child living nearest the aging […]Continue reading
With COVID-19 at the forefront of everyone’s mind, many who have been holding off on estate planning are now prompted to quickly finalize estate plans so they will have something in place should illness or worse come calling. Without an estate plan in place, you will have to rely on state laws and probate courts […]Continue reading
