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Here are a few documents that families will need, if parents are to remain involved in the medical and financial affairs of a child who has reached adulthood.

October 21, 2019

What Estate Planning Documents Should I Have for My College Student?

Legal documents for graduates
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If you’re a father, there’s a good chance you help manage your household’s finances and you may even play the dominant role. This may work well now, but what if something were to happen to you? Would your family be financially okay?

July 24, 2019

How Dads and Moms Can Make Sure Their Families are Protected

Dads protecting families
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Leaving a legacy — sounds like something only wealthy people can do, right? It can be something like making a giant bequest to a university or passing on a significant estate to your children.

July 16, 2019

Leaving a Legacy Is Not Just about Money

Leave a legacy
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Life brings us too many unique situations that would not be resolved by a will. Sometimes we need a more robust framework of documents. One of the all-stars in that framework is a power of attorney.

June 5, 2019

Power of Attorney: Which Type Do I Need?

power of attorney
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For some people with complicated personal and financial lives, today’s complexities may not be fully addressed with a do-it-yourself service for wills and trusts.

May 29, 2019

Is An Online Will A Good Idea?

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It’s important to have certain binding legal documents in place, if you become disabled due to an illness or accident. These aren’t easy things to talk about, but attorneys say every adult needs them.

May 21, 2019

What Are the Five “Must Have” Legal Documents?

legal documents
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Trusts are one of the most versatile items of the financial planning toolkit. However, they are not just for rich people. With the new higher estate tax exemptions, avoiding or reducing estate tax is not a concern for most of us.

April 30, 2019

Why Is a Revocable Trust So Valuable in Estate Planning?

legal documents
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Getting divorced is a complicated process, even for couples without any minor children. This is because it requires dividing up a partnership, so each individual can go his or her own way. While there are many details to iron out in terms of dividing assets, one thing that often gets overlooked, is how your estate plan will be affected.

April 19, 2019

How Do I Make the Right Estate Planning Moves When I Divorce?

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After putting in several decades of hard work so you could retire comfortably, it’s finally time to pull the plug. As you begin to set your retirement dreams in motion, hold on. It’s not quite time to unwind just yet.

April 6, 2019

Are You Retiring in 2019? Here’s What You Need to Know

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A few months ago, I was planning knee replacement surgery. While providing the required pre-surgical information, including current medications, health history and more, the medical staff asked a question I was unable to answer.

March 30, 2019

Health Care Decisions in 2019 Require a Medical Power of Attorney

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