The process of estate planning should include comprehensive preparations for all the contingencies that may present themselves as you enter your twilight years. With this in mind you would do well to speak with an...
Health Care Powers of Attorney are powerful legal instruments – as long as they are well crafted and prepared according to legal requirements. A Health Care Power of Attorney allows you to specify one or...
A recent Wall Street Journal article described a growing trend: Secret marriages, or “predatory unions.” As people live longer, and the risk of dementia increases, some caregivers marry an elderly person without other family members...
A Durable Power of Attorney is a powerful estate planning tool used to ensure that someone may act on your behalf in the event of incapacitation – but how do you make sure that your...
With the use of up-to-date, durable power of attorney documents, you can make sure that your financial and medical needs are always met, even during incapacity. Powers of attorney provide control over your affairs and...
We recommend that almost every client establish a power of attorney. A power of attorney lets your agent make decisions on your behalf if you are incapacitated or otherwise unable to act for yourself, helping...
A Power of Attorney is a great way to ensure financial decisions can be made on your behalf if you are incapacitated or incompetent, whether temporarily or permanently. But Powers of Attorney are also limited...
Most people don’t understand the probate process. It’s a legal process that identifies the assets of the deceased, establishes the validity of a Will (or if there is no Will, determines who are the legal...
The Health Insurance Portability and Accountability Act, or HIPAA, is legislation designed to create privacy and confidentiality in regards to health and health care information. If you know someone who is a doctor, a nurse,...
Asset value is asset value – except sometimes where estate tax calculations are concerned. Then, step-up in basis could pay off for your heirs. Here’s how a step-up in basis works. Say you own shares...
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