EnglishSpanish
EnglishSpanish

Month: March 2021

Appointing an Agent: Powers of Attorney, Guardianships and Conservatorships

Estate planning on behalf of an incapacitated spouse, parent or sibling can be painful and confusing.  However, an individual’s capacities can change a lot over the years with illness and aging. When a loved one can no longer make sound decisions, it might be wise to have someone else (known as the agent) make the …

Appointing an Agent: Powers of Attorney, Guardianships and Conservatorships Read More »

Beneficiary Designations: When A Change is Necessary

There are many financial assets that will not automatically pass through a will. These include life insurance policies, retirement accounts, and other non-probate assets. For many people, these types of assets make up most of their net worth. There are many ways to ensure that these assets go to the right people upon your death. …

Beneficiary Designations: When A Change is Necessary Read More »