Tag Archives: legal documents

What to Do If You Can’t Find Your Loved One’s Documents

If a loved one has recently died or become mentally incapacitated, finding the person’s estate planning documents is essential.

The estate planning process and associated documents are critical to making decisions on the loved one’s behalf, gaining access to accounts, and discovering your deceased loved one’s wishes regarding how to distribute the individual’s money and property....
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4 Things to Consider Before Heading South for the Winter

For many snowbirds, cooler weather means it is time to head south.

If you are thinking about heading for warmer weather this winter, there are a few things you should consider before hitting the road.  

What is happening in your destination state?

Because we are still in the midst of a pandemic, it would be prudent to do...
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Two Healthcare Documents You Should Always Have Up to Date

When it comes to your healthcare, especially during these uncertain times, you need to ensure that two estate planning documents in particular are up to date.

The first is your healthcare power of attorney. This document allows you to name a person to make medical decisions on your behalf or communicate your wishes in the event...
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Disaster Preparedness Month: How to Prepare for Whatever May Come Your Way

The unpredictable can occur at any time: fires, hurricanes, floods, earthquakes, pandemics —you name it.

Because September is National Disaster Preparedness Month, we want you to be prepared for whatever life throws at you. Although none of us can predict the future, there are some things you can do to ensure that you and your family...
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