Roughly two-thirds of Americans do not have an estate plan, according to a recent survey from Caring.com.[1] If you are among the minority of US adults who have prepared a will, living trust, and other end-of-life documents, you may think that your estate plan is settled. But you might want to think again. An estate […]
In a society dominated by information and paperwork, the question of how long to you should keep important documents is baffling for most people. We especially worry about documents of a financial or personally identifying nature. People who worry about losing something important sometimes keep everything; others who worry about things like identity theft often […]
When crafting an estate plan, an important component is the Financial Power of Attorney document. In a financial power of attorney [1], you designate a trusted decision maker (agent or attorney-in-fact) to act on your behalf if you become disabled or unable to manage your financial affairs. Depending on the provisions you choose to include, your […]
Although your death is probably a long way off, it is important that you have a plan to ensure that your affairs are settled in the way that you want. An estate plan crafted by an experienced estate planning attorney is a legally enforceable set of documents that allows you to name who will have […]
