ARE YOU PREPARED?

ARE YOU PREPARED?

Every adult needs to have an estate plan in place. An estate plan is a plan that lays out who is in charge and what will happen when a person is incapacitated or passes away.  The estate plan usually includes documents such as a will, living trust,...
What is a Revocable Trust?

What is a Revocable Trust?

Your Revocable Trust (also called a Living Trust) is a valuable tool that helps you manage assets during life and upon your passing. The trust will use your social security number during your life and all losses and gains will be reported on your tax documents as if...

What is a Durable Power of Attorney?

A durable power of attorney appoints an agent to manage your legal and financial affairs and gives the agent signature authority over your accounts. It is effective immediately upon signing and it continues to be valid and effective during any period of incapacity....