What Legal Documents Should You Have?
A majority of retirees—53%—have a last will and testament. However, most lack six other crucial legal documents.
Can I Revoke a Power of Attorney?
Cindy, a widow in her early 60s, was undergoing physical therapy for an injury to her foot, making it difficult for her to get around. In addition, she was suffering depression brought on by the immobility and pain, resulting in her neglecting to pay bills and taking care of other financial affairs.
How to Plan for Incapacity
One in four American adults live with a disability, according to the Center for Disease Control. One in 10 adults over the age of 65 has Alzheimer’s or dementia, according to the Alzheimer’s Association.
The Second Most Powerful Estate Planning Document: Power of Attorney
A power of attorney, similar to a last will and testament, is a powerful document that must be created before it becomes necessary.
Preparing for an Emergency Includes Power of Attorney
If you experienced a temporary illness or needed someone to quickly step in to pay your bills, would your finances be organized enough for them to handle?
Will the Power of Attorney You Sign Today Work for Your Executor?
Does a Power of Attorney ever lapse? What happens if I change my mind and want to take the Power of Attorney back? Can the Power of Attorney refuse to return the authority?
I’m a Fiduciary – What Do I Need to Know?
Years ago he signed a power of attorney document naming me as his agent, so I could help him with these types of things. Not ever having done this before, what do I need to know about fiduciary duty?