Nov 29, 2023 | Estate Planning
An estate plan is a set of legal documents and instructions that outline how your assets, properties and belongings should be handled and distributed after you pass away. This plan can be as simple or as complex as you desire. Working with an estate planning attorney,...
Oct 24, 2023 | Estate Planning
Estate planning for blended families can be complex due to multiple relationship dynamics between remarriages, stepparents, adoptions, multiple sets of children, and varying financial interests. When estate planning for blended families, you have to consider the...
Sep 23, 2023 | Estate Planning, Power of Attorney
A power of attorney, often referred to as a POA, is a legal document that grants someone the authority to act on behalf of another person, known as the principal, in various legal and financial matters. The person granted this authority is called the...
Jul 13, 2023 | Estate Planning
Is it important to update your Estate Plan? Yes! And here is why. Updating your estate plan is crucial to ensure that it remains aligned with your wishes and reflects any significant life events or changes in circumstances. Failing to update your estate plan can lead...
Jun 26, 2023 | Succession
Estate planning and succession are closely related processes that often go hand in hand. Proper estate planning will ensure that succession is a very smooth process for your loved ones after your passing. The purpose of this post is to clarify the difference between...
