One of the most frequent conversations we as advisors have with clients is around the importance of getting estate documents in order. A common response is something along the lines of “Yes, I know I…
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What’s In A Will?
Serving as a foundational part of most estate plans, a last will and testament (a.k.a. will) is a legal document that declares, among other things, a person’s wishes as to how their property is to…
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Understanding Powers of Attorney
Arguably the second most important role to assign when drafting your estate documents after naming your personal representative (executor) is granting power of attorney (POA). Naming another person as agent (or attorney-in-fact) grants that person…
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What Is A Trust And How Can It Help Me?
The importance of an estate plan cannot be overstated. For many families, that means having a standard set of estate planning documents (will, powers of attorney, healthcare directive) on file. However, some folks also stand…
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Podcasts for Financial Success: Boost Your Money Management and Your Confidence
For those looking for resources on investing, money management, and building wealth, a podcast offers an easy, accessible way to build your financial “toolbox” and learn from experts in personal finance. In many parts of…
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