When Do I Need an Advance Medical Directive?

When Do I Need an Advance Medical Directive?

An advance medical directive details how you'd like to be cared for if something unexpected happens to you.

What is Last Will and Testament and When Do I Need One?

What is a Last Will and Testament and When Do I Need One?

If you own a home, cars, retirement accounts or other assets, then you should establish a Will to dictate who will receive those assets after your death.

What is Probate and How Can it be Avoided?

What is Probate and How Can it be Avoided?

Probate is the court-supervised administration of assets passing through a person’s estate following his or her death.

How Can I Know if My Family Needs More Estate Planning?

How Can I Know If My Family Needs More Estate Planning?

Find out if and when you need to consult with an estate planning professional to create estate planning solutions to protect your family.

What Information Does My Family Need in an Emergency?

What Information Does My Family Need in an Emergency?

Access to information such as medical history, assets, important contacts, etc, can make or break a family’s ability to support each other in an emergency.

How to Be a Financial Caregiver

What is a Financial Power of Attorney and Who Needs One?

A financial power of attorney gives someone else the ability to act on your behalf to make financial decisions and handle your administrative affairs. It is intended to protect you in case you become incapacitated.