Calligraphy on paper

What Are The Essential Estate Planning Documents?

The transition to retirement means different things to different people, as does the actual age in which people turn the page to a new chapter in their life. Many factors contribute to this life-altering decision and many emotions are felt–everything from fear, stress and anxiety to the sheer excitement of being able to fulfill lifelong dreams.

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Pen and paper

Don’t Forget to Update Your Estate Plan

Are you the type of person who signs their will, sticks it in a drawer and never looks at it again? Or are you constantly updating and making small changes to your will, based on which one of your grandchildren has fallen out of favor?

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three plants in white ceramic pots

Three Different Kinds of Power of Attorney

The durable power of attorney is one of the most effective and important planning tools for medical care and estate planning, since it enables a person (the principal) to delegate certain powers to another (the agent) by means of a written legal document.

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typewriter with old paper

Why Wills Need to be Updated

Your will may be the most important document you’ll ever write. The problem is, after many of us draft one, we put it somewhere for safekeeping and don’t look at it again. That can be a big mistake.

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Various bank buildings

Beneficiary Designations and Your IRAs

If you have an individual retirement account, do you recall filling out a beneficiary designation form? That’s the document that allows you to direct the IRA custodian to transfer your IRA to the people you name in the form.

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