Consider disagreements between individuals named as agents

Both a Durable Power of Attorney and a Medical Power of Attorney allow other people to make decisions for you in the event you cannot do so yourself. Because the individuals chosen will have to coordinate your care, it is important to pick two people who will get...

Life insurance can protect children with special needs

Among the many challenges for families is making sure there will always be enough money to provide lifetime care for their special needs children. The costs are daunting: therapies, housing, medical care, and education, to name just a few. One way to plan for this...

Dogs make a difference for Alzheimer’s patients

National Dog Day is a great time to celebrate the joy that dogs bring us on a daily basis. It’s also a great time to celebrate the remarkable ways dogs have been trained to work and help. We’ve all seen dogs working at airports or helping someone with a...

Focus on goals, not documents, when developing your estate plan

A common pitfall in DIY estate planning is focusing solely on obtaining documents. Checking items off a list – Medical Power of Attorney, done, will, done, can work in certain situations. However, in nearly every context, it is far better to consider the individual’s...

Inherited retirement funds can be a win-win for beneficiaries

For many people, the largest assets they own are their homes and their retirement funds. As such, it makes sense to pay special attention to those assets when developing an estate plan. This post will discuss options available to transfer retirement funds at death....

Pack a plan for students heading to college

There is so much to prepare and pack before a child leaves for his or her first semester of college. Arguably, in the excitement of the preparation, many families overlook one of the most critical pieces of the plan – which is the answer to the question: what do we do...