When Do I Update my Will, Power of Attorney, and Other Important Planning Documents?

Categories: Estate Planning, Last Will and Testament, Living Will, Medical POA, Power of Attorney, Trusts

For most of our clients, we recommend and offer a free “check up” at least once every three (3) years to be sure that your life care plan, as well as your wishes for the handling of your affairs after you pass away, are all in order. Below are some of the key factors to
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Updating Your Durable Power of Attorney

Categories: Estate Planning, Power of Attorney

Clients frequently ask how often they should update their Wills and other important documents. While there is no fixed “rule” regarding this issue, I believe that it imperative to review and update your estate planning documents on a regular basis due to changing laws, as well as changing personal and financial circumstances. Following are a few examples
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Power of Attorney for College Students

Categories: Estate Planning, Power of Attorney

Sending a child off to college is exciting and gratifying for many parents but, if your child has an emergency while he or she is away at school, are you empowered to help solve the problem? When your child turns eighteen, you lose the legal authority to manage his or her affairs. If your child
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Could your Power of Attorney Bar you from Receiving Medicaid Assistance?

Categories: All, Estate Planning, Medicaid, Power of Attorney

If you have not looked at your Power of Attorney recently, you should look at it closely and very soon; especially at any gifting language! Durable Powers of Attorney are routinely given to children or other loved ones in order for them to have ready access to your assets should you suffer from a stroke,
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The information you obtain at this site is not, nor is it intended to be, legal advice. You should consult an attorney for individual advice regarding your own situation.