by msmyers | Jul 25, 2017 | Estate Planning
One of the key elements of an estate plan is a Durable Power of Attorney. The Durable Power of Attorney is a legal document that authorizes another person to step in on your behalf to handle your finances if you are unable to do so. This could include paying your...
by msmyers | Jul 23, 2017 | Estate Planning
Prior to retirement, make sure you have five plans in place: 1) income plan 2) growth plan 3) protection plan 4) tax plan 5) estate plan including your will or trust and incapacity planning documents...
by msmyers | Jul 18, 2017 | Estate Planning
The saying goes that the best time to plant a tree is 20 years ago; the second best time is now. Many of us feel that way about our estate plan – that it’s something we should have taken care of long ago! But if you don’t have your estate in order,...
by msmyers | Jul 11, 2017 | Estate Planning
“It doesn’t matter if you are single, married, have children or not, or don’t have “lots” of money. An estate plan will greatly help your family by giving them direction and letting them know your wishes. If you do not have a plan, odds are you will leave a mess...
by msmyers | Jul 11, 2017 | Estate Planning
Did you recently celebrate the high school graduation of one of your children? Congratulations! It’s an exciting time with lots to plan for and consider. Now that your child is 18 and likely headed off on their own, there are important legal matters to address,...