Used synonymously with wealth preservation planning, estate planning involves anticipating the future and making arrangements regarding your assets that will take effect upon your passing.  An estate plan typically consists of wills and trusts, powers of attorney, and other estate planning matters that can’t be included in the will. These legal documents are bound to…

A power of attorney (POA) is a legal document that authorizes an individual to perform certain functions on your behalf. For example, a POA can give a friend, family member, or any other trusted advisor, such as your estate probate attorney, the authority to make decisions about your property, wealth, assets or investments.   The…

Living in the moment is important, as is preparing for the future and its uncertainties. When the time comes when you are no longer able to handle your legal, medical, and financial matters, it’s best to have a plan in place to secure your affairs. Aging or unforeseen accidents can cause physical or mental incapacity.…

Create directives for how you want your affairs and assets handled throughout your life and after you pass away. This is essential in preserving your legacy, however, many avoid preparing for unfortunate events like incapacity and death because of the discomfort that often comes with discussing such topics. Moreover, estate planning involves intricacies that discourage…