The most dangerous document an attorney can draft for a client is a Power of Attorney (POA). The POA allows another person – an “Agent” (typically a child, sibling, or trusted friend) – to perform financial transactions for another person [ Read More ]
Power of Attorney
Medicaid Planning – Saving a Legacy
Medicaid Planning is, in part, an effort to preserve a financial legacy for children despite the fact that a parent is about to experience the potential devastating financial costs of growing old. The average cost of a nursing home in [ Read More ]
What Does a Financial Planner Need to Know About Estate Planning?
In our practice, we talk and work with numerous financial advisors. When an advisor speaks with us, he or she generally knows about estate planning – it’s just the nature of the business. What are some of the estate planning [ Read More ]
A Family Estate Plan – A Wonderful Resolution for the New Year!
Finally, you have decided to tackle one of the most important family matters – your Estate Plan. This blog will review the three basic estate planning documents: Advance Directive for Health Care Power of Attorney Will