Who Should Have an Estate Plan? Protecting Your Assets and Loved Ones
An estate plan is essential for anyone who wants to ensure that their assets are distributed according to their wishes after they pass…
An estate plan is essential for anyone who wants to ensure that their assets are distributed according to their wishes after they pass…
A Financial Power of Attorney (POA) is a legal document that authorizes an individual (the agent or attorney-in-fact) to manage another person’s (the principal’s) financial…
A Healthcare Power of Attorney (POA) is a legal document that allows an individual (the principal) to appoint another person (the agent or attorney-in-fact) to…
A Certificate of Trust is a legal document that provides a summary of a living trust, without revealing the detailed terms and conditions of the…
A living trust is a legal document that allows an individual, known as the trustor or grantor, to place their assets into a…
A video will is a recording of a person verbally stating their wishes for the distribution of their assets after death. While video…
What is a Pour-Over Will? A pour-over will is a legal document used in estate planning that ensures any assets not already placed…
What is a Will? A will is a legally binding document that outlines how a person’s assets, property, and other personal matters will…