Does Estate Planning Include Financial Planning, and Should Your Estate Planning Attorney also be a Financial Planner? 

When you go through the legal process of Estate Planning, this includes you deciding: (1) who you want to receive any real estate, savings/investments, tangible personal property, and other assets of yours after your death; (2) … [Read more...]

Getting Remarried? What to Discuss and Plan Before Walking Down the Aisle

Q. I have been a widower for six years and recently found love again. I asked her to marry me and she accepted. This is new to me, as I had been with my late wife for forty years and then on my own again until recently. What are … [Read more...]

When Should I Update My Power of Attorney?

Q. I’ve had a Power of Attorney in place for two decades now. I have moved since then and have had several life-changing events occur. I’m wondering in what instances should someone update their Power of Attorney? What happens if … [Read more...]

Why You Don’t Want a Springing Power of Attorney

Q. My sister recently discussed the topic of power of attorney with her family at a family meeting. She is planning to use an online service (which I know is a bad idea from one of your recent articles on this subject) and is … [Read more...]

Critter Corner: Acting in My Sister’s Best Interest

Dear Angel,My sister named me as agent under her Financial Power of Attorney, and she recently had a massive stroke, so I need to step in and start managing her legal and financial affairs. She’s only 59 years old, so this was … [Read more...]