estate planning

By James F. Anderson, Esq.

Powers of Attorney sometimes seem to be the black sheep of the estate planning family.  Trusts and Wills get all of the headlines while Powers of Attorney are forgotten.  That is a mistake. Powers of Attorney are versatile documents that can dramatically improve a person’s day-to-day life at minimal cost.   As an estate-planning attorney, I have spent a lot of time educating people about the benefits of having well-drafted Powers of Attorney.  Here are 6 important elements that I wish more people understood about Powers of Attorney.

Do you ever wish your financial life could be more streamlined and organized? There are so many pieces of the financial pie that things can get complicated, or, even worse, fall through the cracks. Creating customized investment and wealth management solutions requires a significant amount of coordination.

By Maura C. Schauss, CFP