Category: Estate Planning

A power of attorney is a potent tool that allows a person to grant someone else legal authority to act on his or her behalf.  The person granting the authority is known as the “principal,” and the person receiving the authority is his or her “agent.”  But because powers of attorney are such...

As part of the estate planning process, you should consider a Power of Attorney. A Power of Attorney allows you to give another person the authority to act on your behalf. As the “principal,” you have several options as to what type of power you wish to grant your “agent.” Depending on...

An estate plan is so much more than a will. There are valuable estate planning tools that you can implement to meet the unique circumstances of your family. Take the special needs trust, for example. This type of trust can help ensure that a loved one with special needs is cared for...

Also referred to as an “enhanced life estate deed,” the lady bird deed is a useful estate planning tool that allows for the automatic transfer of property to a designated beneficiary upon death. It also has the added benefit of allowing you to retain full ownership rights of the property during your...