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There are several ways to authorize someone to manage your finances, including establishing a Power of Attorney (POA), adding a joint owner to your bank account, or opening a convenience account. Each option has advantages and disadvantages.

When we think about estate planning, we typically think about Wills, Trusts, and who will inherit our assets. Often overlooked are our digital assets: the photographs, messages, and documents stored in iCloud. Will your loved ones be able to access them? Not necessarily.

We’ve worked, maybe raised families, contributed to our communities, built careers, invested, and made plans. Then, slowly—or maybe all at once—we realize that, at this point in our lives, our motivations have changed. We still care about the work we do and the people who need us, but we also feel a pull toward something […]

The end of the year is a practical time to check whether anything has changed since you last reviewed your plan. An estate plan reflects your assets, the people and causes important to you, and your wishes at the time it was signed.

Retirement accounts come in different shapes and sizes. Estate planning for retirement accounts varies depending on the type of account. The most common kinds of retirement accounts include 401(k)s, pensions, and Individual Retirement Accounts, or “IRAs.” 

As home prices continue to rise, many parents are helping their adult children purchase their first homes. Many parents do not realize that this type of financial assistance can have estate planning implications.

While no document is completely immune to a legal challenge, a Trust offers meaningful advantages over a traditional Will.

Because retirement accounts can often represent a significant portion of a family’s wealth, but also come with tax implications and distribution guidelines that are beneficiary dependent, beneficiary designations should be reviewed whenever an estate plan is created or updated.

Most see parenthood as a lifelong role, one that even survives death. A tailored estate plan can foster stability despite life’s unpredictability.

Families are often shocked to learn that a single missing provision in a Power of Attorney can completely change their options during a nursing home crisis.