by Sara Yen | Jun 23, 2015 | Estate Planning
Our office is often asked where original estate planning documents—wills, trusts, powers of attorney, and healthcare directives—should be stored for safekeeping. While we generally recommend a fireproof home safe, consider the following: A home safe For a home safe to...
by Sara Yen | Jun 18, 2015 | Estate Planning
It’s the time of year for beautiful weddings, fun receptions, delicious cakes, special gifts, and romantic honeymoons. While this is a joyous time for everyone, it’s also time for you and your new spouse to plan for your future—for richer or for poorer, in sickness...
by Sara Yen | Jun 5, 2015 | Estate Planning, General
A designated health care or financial representative is also called an “Agent.” When selecting the agents who will be named in your incapacity plan, there are two important decisions to be made: 1. Who will manage your finances during incapacity; and 2. Who will make...
by Sara Yen | May 11, 2015 | Estate Planning
There are three essential legal documents for making healthcare decisions that must be in place prior to becoming incapacitated: 1. Medical Power of Attorney. This legal document gives your agent the authority to make health care decisions for you if you cannot do so....
by Sara Yen | Apr 17, 2015 | Estate Planning
There are two essential legal documents for managing your finances that must be in place prior to becoming incapacitated. Once you are incapacitated, you cannot initiate, sign or approve them: 1. Financial Power of Attorney. This legal document gives your selected...
