Power of Attorney documents are an integral part of your estate plan Power of Attorney documents are an integral part of your estate plan - both a Power of Attorney for health care and a Power of Attorney for finance. Power of Attorney gives someone you trust the...
Estate Planning
Getting Value in a Vacation Home
There are two great reasons for buying a vacation home: You want one and you can afford to buy it.
Are you Prepared for an Emergency?
Whether you have $5 or $5 million dollars, have just graduated or are ready to retire, we all need an estate plan.
Lock & Key
In an emergency, provide vital information to your family and friends so that they can provide assistance easily.
Is it Time to Get a Financial Check-Up?
As life events occur, we handle them accordingly and go back to our lives. Often, we do the same with our finances.
Survivor’s Guide Timeline and Checklist
This can be an emotional time for the bereaved, with many new and unexpected tasks.
Give Yourself a Financial Check-Up
As life events occur, we handle them accordingly and go back to our lives. Often, we do the same with our finances.
Wills and Trusts Primer
First, let’s go over what exactly a will is, what happens with it after you die, and why, yes, you do need one.
Life Insurance Primer
The necessity for life insurance varies from family to family, but there are some general truths to guide your decision.
Have “The Talk” with Your Parents?
Once you have organized your own Life Plan, it may be clearer to you than ever that your parents need to do the same.