Wills & Estates

Wills and Estates Love moves us to take care of our family members. We will do what it takes to see that they have whatever they need – physically, emotionally, and financially. But sometimes circumstances are beyond our control, when someone we love needs more than we can legally do to protect them from their circumstances. It may be a young person who does not have responsible parents or an adult who is suffering with illness or advanced age. Read more…

An important part of your estate planning is the creation of a Power of Attorney (POA). This is a very powerful document, and a very useful one, that allows you to name a person (known as an agent) to manage your financial affairs when you are no longer able to do so, or if you simply wish to have them help you at any time. We create DURABLE Powers of Attorney, which mean that these documents remain in effect even if you become incompetent. Read more…

Have you ever wondered what happens after you pass away? If you have signed a will, the person you chose at that time to be your Personal Representative will pay your final bills and gather any assets you may have in your name only at the time of your death, such as bank accounts, real estate, vehicles and other personal property. Some assets such as financial accounts, life insurance, annuties and retirement accounts often have a named beneficiary or a POD designation (Payable On Death), if so those assets pass directly to the designated person and do not come into your estate. Read more…

We never know what tomorrow brings, so do not postpone taking care of business now. There are three basic estate planning documents that every adult should have: a will, a power of attorney, and an advance healthcare directive. As the parent of young children, it is especially important that you have thought about who would care for your children if you were unable to do so, and who would manage the money left to them. Read more…