Financial and Legal Planning Articles
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?
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?
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.
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 …
What Financial Documents Do I Need to Keep for My Aging Parents?
Retaining certain important documents will give you the information you need to protect your parents’ financial assets no matter the situation.
