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One of my passions is financial education. As a CPA and estate planning attorney, I believe financial education is one of the most important parts of education. It literally can change your life. A Chinese proverb pertains to financial planning. “The best time to plant a tree was 20 years ago. The second best time
Recent surveys from Caring.com show that only 42% of U.S. adults have estate planning documents. The following cases could have been easily avoided with those documents in place. (All names in the following case examples have been changed.) Elizabeth Always Had a Plan Elizabeth’s son, Steve, came to us in when his mother was becoming
Developing an estate plan is perhaps one of the noblest actions you will take to ensure the efficient transfer of your assets to future generations in a manner that affirms your values and wishes. In addition to helping your heirs avoid probate and minimize family chaos after your death, a properly drafted estate plan also
Spotting signs of incapacity and early detection of cognitive decline enables professional advisors to more effectively address financial, legal and care-giving concerns. More than 40 million Americans are expected to take to the roadways, railways and airways as they head home for the Thanksgiving holiday. Thanksgiving – one of the few occasions when multiple generations
Just when you thought you had your estate planning documents in order, there sneaks up a drastic change in the power of attorney law. A durable power of attorney is a legal document that gives someone the authority to act on your behalf. You are the principal and the person you appoint is the agent.