Category Archives: Power of Attorney
7 Reasons to Review Your Will
While we may WANT to think that preparing a will is a one-time event, life happens – along with its many curve balls; relationships, preferences, circumstances and even assets change over time. It is therefore recommended that you review your will every three to five years to make sure it still reflects your wishes and desires…. Read More »
Selecting Your Agents
When preparing your estate plan, you will have to make at least three significant decisions: who to select as the executor of your will, your agent under a power of attorney, and your agent via a health care proxy. Depending upon the complexity of your estate plan, you may also need to select trustee(s), guardian(s) of… Read More »
Why You Need A Statutory Gift Rider
While many people may have a general understanding that a durable power of attorney (POA) allows a person to appoint an agent to take care of their finances, various issues can arise if the POA is not properly prepared and/or executed. One such issue often arises regarding the Statutory Gifts Rider (SGR), which is essential for… Read More »