A Power of Attorney (POA) document is a common estate planning tool. Whether it’s classified as General, Durable, Non-Durable, Medical, Limited, or Conditional, every...
The checklist when preparing for retirement is a long one. But you need to be aware of one item in particular if you intended...
Revocable Living Trusts have become a very common estate planning technique. A Trust can replace a Will because it outlines how your assets are...
If your childhood was like most, when you made mistakes or something went wrong, you really wanted a do-over—another shot at making the right...
We dream all year about that perfect, stress-free, vacation.  Yet, sometimes the planning itself can be a source of stress.  Use the enclosed checklist...
The Power of Attorney (POA) is one of the undisputed kings of planning documents. You appoint someone as your agent and give them authority...
Every vehicle in the world operates best with regular maintenance. A regular tune-up finds what’s still working well, what parts need to be replaced,...
One of the advantages of the Social Security system is the Survivor Benefit. Of the 65 million people receiving Social Security, approximately 6 million...