Vacations can be the perfect opportunity to relax, disconnect from work and responsibilities, and enjoy your spouse, partner, kids’ or friend’s  company. But before you head off on your next getaway, there’s something else you should consider doing that might not sound quite as fun—creating an estate plan. While it may not sound like the most thrilling way to spend a day, here are some reasons why you need to think about your estate plans before you travel. 

Estate Planning, Family, Health Care

March 27, 2023

Estate Planning Before You Travel: Why It’s Critically Important

As the world and its laws continue to evolve, everyone needs to keep their estate plans up to date. An estate plan is a set of documents, such as a will or trust, that dictate how assets will be distributed upon death or incapacity. An individual’s current legal and financial situation should be considered to […]

Estate Planning

March 20, 2023

Why Everyone Needs To Keep Their Estate Plan Updated

Making important decisions for aging parents can be a challenging task, but power of attorney (POA) can provide peace of mind and clarity in times of need. POA enables individuals to make crucial decisions on behalf of their parents, such as managing their finances or making medical decisions, when they are unable to do so […]

Estate Planning, Family, Financial Planning, Trust

March 13, 2023

Obtaining A Power Of Attorney For Elderly Parents

The simple fact is that the day your child turns 18, he or she becomes an adult and has the legal rights of an adult. This means that you lose your prior held rights to make medical and financial decisions for your child unless your child executes legal documents giving you those rights back. Without the proper legal documents, accessing medical information and even being informed about your adult child’s medical condition can be difficult and in some cases, impossible.

Estate Planning, Family, Health Care

March 6, 2023

Your Right As The Parent Of A Young Adult – What You Need To Know When A Medical Crisis Hits

Go take a look at your estate plan, and see what it does right now. And, if you don’t have an estate plan, and you have kids or other people you care about, contact us today and let’s get that handled for you. 

Estate Planning, Family, Financial Planning, Taxes, Trust, Wills

February 27, 2023

Keep the Government and Lawsuit Happy Opportunists Away From Your Children’s Inheritance

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