For most people, the phrase “power of attorney” means very little. Even for those educated on the subject, it is easy to forget exactly who serves what role and why. Whether you are unfamiliar with the concept or simply need a refresher, keep reading to learn what it means to be an agent under a power of attorney.   To begin, it is helpful to understand what is being asked of an agent under a power of attorney. A person appointed to the role becomes a representative of the pr

Beneficiary designations can have serious unintended consequences. Make sure your estate planning strategies leave your intended legacy.

Here are a few important reminders, whether you are traveling or enjoying a staycation for your spring break.

You may be asked to be power of attorney for a family member or friend. Your person may be planning for when they might become unable to...

Not you, of course, but your child who will soon become an adult. You heard me. When your child turns 18 (in most states), it might be...

Estate planning is about more than preparing for the inevitable. A good estate plan should also consider the unexpected. Your plan may...

Your child's 18th birthday is a good time to discuss adult issues such as estate planning and powers of attorney.

To help you get comfortable with estate planning, below are some important terms you should know as you think about your own estate plan.