Everything You Need to Know About Estate Planning & Wealth Preservation

wealth preservation

Estate planning is integral to wealth management to protect your assets and ensure your family’s financial security. It involves deciding how you want your properties to be managed and distributed in the event of your incapacitation or demise. While many people may think that estate planning and wealth preservation are only for the wealthy, everyone…

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Top 10 Reasons To Get Going on an Estate Plan

power of attorney

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…

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The Importance of a Durable Power of Attorney

Durable POA

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…

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Why Is a Power of Attorney Important?

power of attorney

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.…

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What Does an Estate Planning Lawyer Really Do?

estate planning

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…

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