Tag Archives: power of attorney

When You May Not Be Able to Use a Financial Power of Attorney

Besides directing what happens to your finances when you pass away, a comprehensive estate plan also addresses the possibility that you could become unable to handle your financial affairs while you are still alive.

You may have signed a financial power of attorney (POA) that allows one or more people to act on your behalf if...
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How Your New Job’s Onboarding Process Can Affect Your Estate Plan

Starting a new job is an exciting new chapter in your life.

Depending on your company’s onboarding process, there can be a lot of moving parts. You may feel overwhelmed by the introduction and review of the many different types of employee benefits. Not only are there forms to be filled out, they need to be...
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Online Estate Planning? Things to Think About

Call me old-fashioned, but I think estate planning should involve a personalized and continuing relationship, not a transaction.

While some may prefer to use low-cost websites or software because they are more concerned about price than value, think about what they won't be getting. Can LegalZoom or other online providers:
  • Look you in the eye or shake your hand?
  • ...
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Can I Make Estate Plans Without My Spouse?

The American family has changed quite a bit over the last few decades, and assumptions that a couple will share bank accounts, tax obligations or even last names can be thrown out the window.

Nowadays, there are plenty of options for couples to keep finances, identities and future plans separate. But what about when it comes...
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