“As a business person you may have seen the term "durable power of attorney" in several situations. Power of attorney...
Does My Business Need a Power of Attorney?
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Estate Planning
Is a Tax Change a Good Time to Check My Will?
A last will and testament can make certain that your goals for legacy and asset disposition are satisfied and carried...
No Time Like the Present Pandemic to Get the Estate Plan Going
There’s nothing like a once-in-a-lifetime global pandemic to focus one’s thinking. 2020 has been one for the books....
What Kind of Estate Planning Do I Need During the Pandemic?
“The COVID-19 pandemic has made 2020 a nightmare for many people, and inadequate estate planning can exacerbate the...
Did Zappos Founder Tony Hsieh Have a Will?
“Advisors were likely powerless to push for an $800 million estate plan, as Zappos founder started to drift into...
What Should I Know about a Living Trust?
“A living trust is an estate planning legal document that contains your instructions and authorization for what you...
Should a Donor-Advised Fund Be Part of My Estate Planning?
“With the prospect of a Biden administration potentially raising tax rates and cutting estate tax exclusion amounts in...
The Need for Guardianship Designations
Estate planning can be a complex process, which is even more complicated when an individual still has minor children....
What are the Biggest Estate Planning Mistakes?
“Taking a few simple steps now can potentially help save your beneficiaries thousands in legal fees and taxes.” One of...
What Happens If You Fail to Submit a Change of Beneficiary Form?
“The financial institution is obligated to distribute the CD to the person or entities that otherwise would be...
Advice If You are Named Executor of a Family Estate
“After a loved one passes, one of the biggest hurdles that families face, is passing wealth onto the next generation....
What Do You Do with a Big Inheritance?
“Let’s start with the numbers: 10 and 1,000,000,000,000. Over this decade, $1 trillion is expected to change hands...
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and everyone you love.
