Identity theft is on the rise. Accordingly, the FTC received 5.7 million total fraud and identity theft reports, of which 1.4 million were identity theft claims. In addition, the total estimated losses are $10.2 billion. If you are a victim of identity theft, below is a checklist of what to do next. Who to report […]

Below is a list of items you may need to do once a person moves beyond our world. End of Life Checklist – Who to call? What to do with the body? How to handle the death certificate End of Life Checklist – What are the next steps Look at the Power of Attorney checklist to cover […]

When does a person become a Medical Power of Attorney (MPOA), aka Healthcare Advocate for another person?  It is when a person is alive but unable or unwilling to handle their medical decisions.  This obligation terminates once a person designates another person or can make medical decisions or a person dies. Here is a checklist […]

When does someone become a Power of Attorney (POA)? It is when a person is alive but unable or unwilling to handle financial obligations. Power of Attorney documents do not expire. Therefore, this obligation terminates once a person designates another person to be their POA or can manage their finances or the person dies. When becoming a […]