In our current climate of uncertainty, we have received a number of questions regarding proper planning for assets and businesses. Knowing these questions are on many minds, we are reaching out to provide some general answers to the estate planning questions we’ve heard the most. What estate planning documents should I have in place in […]
Establishing and updating a list with all of your estate and financial information is a great way to make it as clear and easy as possible for anyone trying to step in and help manage your affairs. For Free Access to our Personal & Financial Information Worksheet, simply provide your name and email address!
Selling or purchasing property without a broker, let alone an attorney, has become an increasingly common practice, but there are a number of pitfalls you should be wary of if you decide to do so. Below are just a few of the considerations you should keep in mind: 1. The purchase and sale agreement is […]
A power of attorney is a legal document granting powers to someone you trust to act in your place when you are not available or no longer capable of doing so. This person is called an agent or attorney in fact. Broadly speaking, there are two types of power of attorney: financial powers of attorney […]