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Mistakes with Wills for Grandparents

Three Mistakes Grandparents Make With Their Wills

January 28, 2017

Certain individuals – especially grandparents – may have been through the estate planning process before.  “Will – yep; Health Care Proxy – got it!; Power of Attorney – check and mate!!” Even though you may have your documents and plan in place, mistakes can still be made. Grandparents: Don’t Make These Critical Mistakes With Your Read More

power of attorney

Power of Attorney: Part 2 => What You Need to Know

November 18, 2016

I recently explained the basic “What” and “Why” to provide a basic understanding of the Power of Attorney document and why it’s extremely important for every family. I also shared a story about Joe and Doreen, a married couple without a Power of Attorney, to demonstrate how and why a POA can come into play Read More