Estate Planning
Many family members are blindsided by this situation. They think they have everything in order so that they can pay the bills and access the accounts on behalf of their incapacitated loved one. So, they are shocked when a bank employee refuses to accept their loved one’s POA. They are effectively blocked from accessing their…
Read MoreMost of our married clients come to our office with existing estate planning documents. They have Wills, Trusts, Durable Powers of Attorney and Advance Directives for Health Care that name the spouse as a beneficiary or responsible party. When a couple is dealing with the unfortunate situation of having one spouse in the nursing home…
Read MoreDon’t wait to take care of your estate planning needs. It’s crucial to make these important decisions while you are in the prime of your life instead of waiting until you start declining.
Read MoreNeglecting to have a will, failing to set up a trust, neglecting to update estate plans, and forgetting to plan for disabilities are all common estate planning mistakes.
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