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Don’t Risk it: Get a Financial Power of Attorney in Place

Many Americans spend a lot of time and effort in managing their finances. While most are worried about how the coronavirus (COVID-19) will impact their income—whether that’s because they are temporarily furloughed, find themselves suddenly without a job, or watching...

COVID-19: A Reminder of Why Estate Planning Is Important

Coronavirus continues to be all over the news—and with good reason. For some people, it can turn into a serious illness if contracted. Thankfully, for the great majority of people who have contracted the disease, the symptoms appear to be relatively mild....

Three Myths We Tell Ourselves About Estate Planning

Estate planning can be a very difficult process. While it’s not brain surgery, making the decision to move forward with the planning requires us to face the fact that we will not live forever. This thought can stop many people right in their tracks. Others talk...

Long-Term Care Insurance 2.0: The Hybrid Policy

Long-Term Care Insurance 2.0: The Hybrid Policy You have probably heard about the astronomical costs of long-term care such as nursing-home care if you become seriously ill or injured. It’s a common concern in my office – how will we pay for our care if we need...

American Heart Month: Who Should Be My Medical Agent?

February has been celebrated as American Heart Month since 1963 to urge Americans to join the fight against heart disease, which is the leading cause of death for both men and women. It is also a great opportunity to consider who is the best person to act as your...

Common Mistakes with DIY Estate Plans

The internet offers all the information and tools we need at our fingertips to create our own estate plan, right? For most people, this is simply not true. Several years ago, Consumer Reports®, an independent nonprofit consumer watchdog group, created wills using the...