Estate Planning

Plan for your future today. Learn the specific estate planning documents you need to protect yourself and your loved ones.

When to make a living trust
Living trusts provide many benefits and are an attractive estate planning option. Trusts are not the right solution for everyone though. Find out if you should consider creating a living trust.
February 1, 2024 · 4 min read
Reasons to appoint a co-executor of your will
An important part of estate planning is selecting an executor for your will. In some situations, it may be a good idea to designate two or more co-executors.
January 31, 2024 · 2 min read
10 ways to prepare to help your parents manage their finances
These 10 actions can help open the lines of communication and determine where you can play a role.
January 26, 2024 · 3 min read
Transferring Power of Attorney
Transferring power of attorney from one person to another isn't always possible, but it can be done under a specific set of circumstances.
December 29, 2023 · 3 min read
Does your college student need a power of attorney?
You've thought of everything for your college-bound child—housing, books, a laptop—but what about his or her power of attorney?
December 29, 2023 · 2 min read
5 myths about powers of attorney
A power of attorney can be a powerful and important document, but it's often misunderstood.
December 28, 2023 · 3 min read
How to sign as power of attorney
When you sign as someone's power of attorney, you must note that you are legally signing on their behalf.
December 28, 2023 · 3 min read
Power of attorney requirements in Florida
With the proper forms, granting power of attorney is easy in the Sunshine State.
December 28, 2023 · 3 min read
Power of Attorney Requirements in Georgia
You may want someone you trust to handle certain matters for you. This might be done for your convenience or because you have become incapacitated and aren't able to handle finances or make medical treatment decisions. What to know about the POA requirements in Georgia.
December 28, 2023 · 4 min read
Power of attorney requirements in Michigan
Michigan may not have standardized forms to obtain power of attorney, but these steps will help you navigate the POA process in the Wolverine state.
December 28, 2023 · 3 min read

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