by Sara Yen | 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 | Elder Law, Estate Planning
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 | 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 | 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...
by Sara Yen | Estate Planning
Estate planning is not just about having a plan in place to deal with what happens at your death. It’s about having a reliable plan in place to deal with what will happen if you become incapacitated—and knowing the potential consequences of not having a plan. What are...
by Sara Yen | Estate Planning
Clients often want to leave some kind of legacy behind. It could be setting up children and grandchildren for life, with no financial worries. Maybe endow a professor’s chair at their alma mater or build a wing on the local children’s hospital. Or they want to make...
