Five Things to Consider Before Executing a Power of Attorney

A Power of Attorney agreement is one of the most powerful contracts recognized by American law. It is a written conveyance of one person’s legal authority – the “principal” – to another – the “agent.” While these agreements can be standard for medical procedures and common lifetime planning practices, a Power of...

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Is an Incentive Trust Right for You? Here’s What You Need to Know.

Estate planning isn’t usually discussed at the dinner table, and for understandable reasons. It involves tricky conversations about who gets what assets, and why. Like most individuals who estate plan, you want the best for your heirs, especially if they are related to you. We all want to believe that our heirs would...
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Having Kids Later in Life? Here’s What You Should Consider When Planning Your Estate

More people are choosing to have children later on in life. No matter what stage of life you have a child in, they can bring an abundance of joy and fulfillment—and financial challenges! While all parents work hard to ensure their children are provided for both during and after their lives, older parents are...
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