What is a Power of Attorney?

What is a Power of Attorney?

Three things everyone should know about a Power of Attorney On a broad level, a power of attorney is a legal document that gives someone the authority to act on your behalf. For example, a financial advisor might ask you to sign a power of attorney, giving them the...
What is an Advance Health Directive?

What is an Advance Health Directive?

When and why you need an Advance Health Directive If you’ve ever been admitted to a hospital, you’ve likely been asked the question “Do you have an advance health care directive?” (It’s possible one or two of those words were missing: “advance directive” or...
Estate Planning for Pets

Estate Planning for Pets

Estate planning for pets might not be the first thing you think of when creating a will or trust, but it’s an important way to provide security for your furbaby. If you subscribe to my newsletter, you know that I live with (as of 2025) four dogs (all of whom are...

When Should I Update My Estate Plan?

Let’s face it, people don’t like to think about their estate plans. Most Americans don’t even have a basic will. Those who have a complete estate plan – will, trust(s), power of attorney and health care directive – can congratulate themselves on being ahead of the...