Category: Legal Planning

Learn What it Means to Be a “Fiduciary”

You may be asked to be power of attorney for a member of your family or a close friend. Your person may be planning for when they might become unable to take care of their affairs. For example, they might become disabled or incapacitated, and they would need a trusted

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Understand How Wills and Trusts Are Different

Wills and trusts have specific yet different benefits for the purpose of estate planning. Each state has specific laws and regulations governing these legal documents. You can have both a will and a trust; however, the information in each should compliment the other. As a standalone, it is not accurate

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Help Eliminate Disputes with a Personal Property Memorandum

It is not uncommon for family members to argue over their parent’s favorite items when that parent dies. Arguments can take place over things like a coffee mug, a piece of jewelry or a painting. These types of arguments can be eliminated by filling out a personal property memorandum and

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A Healthcare Power of Attorney Checklist

You have the right to decide what kind of medical treatment you would want to receive from doctors and health-care providers. If you can speak up at the time, you can express your wishes yourself. But if you become incapable because you’re ill or injured, you need to plan in

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Protect Your Right to Vote With a Power of Attorney

Your right to vote is a fundamental aspect of what it means to be a citizen – yet you could lose your right if you become a ward in a guardianship. Having a strong power of attorney is essential to avoid that drastic, but little-known, consequence. A power of attorney

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