What is the purpose of a Power of Attorney?

A Power of Attorney, sometimes called a POA, is a document that allows another person to take action on your behalf. POAs are typically used for estate planning purposes but can also be used for other circumstances. Sometimes POAs become effective immediately and...

Do I Really Need a Will?

Yes!!  You really need a Will.  Now for the long explanation.  People often think a Will is unnecessary if their property if jointly titled and beneficiaries are named on accounts and policies.  Generally, this is correct, but what if both people die, or if there is...

IN CASE I DIE ….

Picture this:  You’re 41 years old with two children in grade school, a spouse, a house, 2 cars, a boat, and various financial assets all of which are in your name.  You handle all of the financial management in your home.  Your spouse is in charge of the household...