People are different. They have different lifestyles, beliefs, family models, finances, etc. This can all play into how someone wants to leave their estate. Furthermore, there may be challenges with one or more heirs. An example is family members struggling with addiction or horrible finances. The law recognizes this, so there are various trust options […]

A legal document that transfers one’s assets into a Trust’s name and is a legal entity with separate and distinct rights. The document sets the terms for managing the assets and, eventually, the distribution to the designated beneficiaries. It can provide peace of mind by letting the person control the disbursement of their assets. There […]

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 […]

The short answer is yes. Wills are important because two things are inevitable in life – death and taxes. The problem is that nobody wants to discuss either subject, though I think more people are willing to talk about taxes over end-of-life planning. Wills are morbid but essential to speak of; it’s the final mark someone […]