Maybe you grew up without much. You worked hard. You earned a good education. You... [Read more...]
The Basics: “HIPAA” Powers
A Power of Attorney is a document by which you appoint someone as your “Agent”... [Read more...]
Leaving Assets Can Be Tricky – Part 2
Maybe you grew up without much. You worked hard. You earned a good education. You... [Read more...]
The Basics: Financial Power of Attorney
First, what’s a Power of Attorney? It’s a document by which you appoint someone as... [Read more...]
The Basics: Powers of Attorney for Healthcare
This is the second in a three-part series of articles on Powers of Attorney. The... [Read more...]
Shrunken Asset Values Open Estate Planning Opportunities
The spread of the coronavirus has wreaked havoc on financial markets around the world. While... [Read more...]
Removing Life Insurance Without Triggering the Transfer for Value Rule
This is the second in a two-part series of articles regarding life insurance and removing... [Read more...]
Removing Life Insurance from the Taxable Estate
This is the first in a two-part series of articles regarding life insurance and removing... [Read more...]
Avoiding Family Chaos in the Coronavirus Age
The novel “coronavirus” (also called “SARS-CoV-2”) causes the disease “COVID-19.” It first appeared in late... [Read more...]
Economic Fallout from Coronavirus May Provide Opportunities
The spread of the coronavirus has wreaked havoc on financial markets around the world. While... [Read more...]
Whom Do You Want to Get Your Assets?
It’s important to consider whom you’d want to get your assets when you die. Most... [Read more...]
Planning for the Sandwich Generation
People are living longer and are having children later in life. Due to this combination... [Read more...]
