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How a Financial Power of Attorney Keeps Your Assets Protected If You Get Sick

How a Financial Power of Attorney Keeps Your Assets Protected If You Get Sick

by Amy Refeca | Jul 29, 2019 | Financial Power of Attorney, Estate Planning

How a Financial Power of Attorney Keeps Your Assets Protected If You Get Sick Everyone gets injured and ill during their lives.  Everyone will eventually pass away, maybe even from an injury or illness.  During these times of injury or illness, people can...
Who to Trust to Manage your Finances If You Are Sick or Injured

Who to Trust to Manage your Finances If You Are Sick or Injured

by Amy Refeca | Jul 26, 2019 | Financial Power of Attorney, Healthcare POA

Who to Trust to Manage your Finances If You Are Sick or Injured We are all vulnerable to accident, injury, sudden illness. If you fall ill from an unexpected catastrophic injury or illness that leaves you unable to care for those who depend on you or manage your...
What Responsibilities Should a Financial Power of Attorney Have?

What Responsibilities Should a Financial Power of Attorney Have?

by Amy Refeca | Jun 26, 2019 | Financial Power of Attorney

What Responsibilities Should a Financial Power of Attorney Have? There may come a time when you need assistance regarding the financial matters in your life. It is better to make preparations for this time now, while you are still sharp and able to make decisions....
What Is A Limited, General, Springing And Durable Power of Attorney?

What Is A Limited, General, Springing And Durable Power of Attorney?

by Amy Refeca | Jun 19, 2019 | Estate Planning, Financial Power of Attorney, Healthcare POA

What Is A Limited, General, Springing And Durable Power of Attorney? Although many people have heard of the concept of a power of attorney, not as many are aware that there are many different types of powers of attorney (POA). Nor do they understand the difference...
How Often Should I Update My Will and Other Estate Papers?

How Often Should I Update My Will and Other Estate Papers?

by Amy Refeca | Jun 14, 2019 | Estate Planning

How Often Should I Update My Will and Other Estate Papers? Some people set up their will and other estate documents and then pretty much forget about them until the time comes to put them into action. This “plan” is never a good idea. The younger you are when you...
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Recent Blog Posts

Trust Funding: Why Is This So Important To My Trust Plan?

Trust Funding: Why Is This So Important To My Trust Plan?

Sep 2, 2024

Trust Funding is THE most important aspect of estate planning because it is the only way you can ensure what you want to have happen actually happens.

What does “Trust Funding” Mean: Revocable Living Trusts

What does “Trust Funding” Mean: Revocable Living Trusts

Aug 30, 2024

What does it mean to fund your revocable living trust?

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