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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...
Setting Up A Trust and Making Sure It Is Safe When You Are Estranged

Setting Up A Trust and Making Sure It Is Safe When You Are Estranged

by Amy Refeca | Jun 13, 2019 | Estate Planning

Setting Up A Trust and Making Sure It Is Safe When You Are Estranged Betty and her daughter have had problems for years, and they no longer talk. Her daughter is prone to unpredictable behavior and has never been good at money management. Unfortunately for Betty,...
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Recent Blog Posts

Trust Funding: Protect Your Home!

Trust Funding: Protect Your Home!

Sep 12, 2024

Real estate is a key asset to protect with your living trust. Make sure that you home, your real estate, is funded properly.

Trust Funding: How Do You Fund a Bank Account?

Trust Funding: How Do You Fund a Bank Account?

Sep 9, 2024

Bank Accounts need to be properly funded into your revocable living trust. Make sure yours are funded. Check out this blog post about how to do that and steps you can take if they are not.

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