Monthly Archives: October 2015

Published:
No Comments

How often should you review your estate plan?

I say, review your estate plan on an annual basis. Simply check in with your lawyer every year or so. Some clients like to do this around the first of the year, others choose to do so around a birthday or wedding anniversary, still others pick a random date (but stick with it!). Seek professional… Read more »

Published:
No Comments

Estate planning: most especially important for young people

Who needs to be most concerned with estate planning? Ask folks this question, and I’ll bet most would conjure up the image of a retiree, who just spent 40 years working hard to acquire significant assets. But imagine, say, a married couple in their 20s or 30s. The both have good jobs, live in a… Read more »

Published:
No Comments

Financial power of attorney: why you need one

  What is a financial power of attorney?  A financial power of attorney is a legal document that designates someone to handle your financial decisions on your behalf.   What happens if I don’t have a financial power of attorney? If you do not have a power of attorney and you were to become incapacitated,… Read more »