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- Estate Planning Essentials: 8 Steps to Protect Your Family
- Take care of these things today and your loved ones will be grateful that you've saved them money and anguish after you die. But look at it this way: If the worst should happen and you don’t have your financial affairs in order, you’ll leave your loved ones...
- Articles 2009-09-02
Additional Resources
- Durable Power Of Attorney For Health Care
- A legal document that you can use to give someone permission to make medical decisions for you if you are unable to make those decisions yourself. The person you name to represent you may be called an agent, attorney-in-fact, health care proxy, patient advocate, or something similar, depending on where...
- Tools & templates 2007-12-01
- Power Of Attorney - Revocation
- If you change your mind about whom you want as your agent under a power of attorney (durable or non durable, limited or specific), you may revoke the power of attorney. In fact, while you are capable, you may revoke a power of attorney at any time for any reason....
- Tools & templates 2007-12-01
- Kennedy's Death Reminds us of Priorities
- I was scheduled to appear on both CNN and the CBS Early Show this morning to discuss the economy and the stock market. By 4:00 am, both segments had been canceled due to the death of Edward M. Kennedy. It was a good reminder that despite the focus on money,...
- Blog posts 2009-08-26
- General Estate Planning
- The following is intended as a general discussion of estate planning concepts and not as specific advice. This discussion is limited to non-estate tax situations. The Will serves the following basic functions: to transfer title to property of a deceased person to specified persons; to pay the debts of the...
- White papers 2003-01-01
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