Tag Archives: POA

Your Time Is Valuable: Get a Jump Start on the Estate Planning Process

We all know that time is precious, especially if you are one of our nurses or front line healthcare workers.

You work tirelessly caring for others and may not have a lot of free time to think about things like your own estate plan. However, if you are able to answer the following questions or at...
Read more

What It Means to Be a Power of Attorney: The Basics

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 of a refresher, keep reading to learn what it means to be an agent under a...
Read more

Yearly Checkups: Physical and Financial Wellbeing

Hopefully you go to your doctor at least once a year to get a physical.

This visit helps detect and treat problems before an illness or health condition becomes a major problem. It’s called preventative health. But have you ever considered preventative health for your finances? Just like it’s important to see your doctor annually, it’s...
Read more

An Easy Three-Step Review for Your Estate Plan “Helpers”

While putting together an estate plan is important for you and your loved ones, it is equally important for you to understand the role of the trusted individuals who will be carrying out your wishes when you are unable to.

When it comes to estate planning, your primary helpers are key and they generally include a...
Read more