All posts by Donald Rolfe

How Does Moving To A New State Affect Your Estate Plan?

Moving to s new state can affect how your Estate Plan will work. Just like with having children and changes to your finances...when moving to a new state you need to review your Estate Plan.

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How Long Is An Estate Plan Good For?

Technically an Estate Plan is good as long as it isn't revoked. However, changes to the law and your circumstances may mean that your Estate Plan won't work as well as it should.

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The Bank Won’t Accept My Power of Attorney

If you are relying on a Power of Attorney for incapacity planning you need to watch this.

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Who Will My Estate Plan Benefit?

You - During your life. Your Loved Ones - After you are gone.

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Advance Directive or Healthcare Power of Attorney

If you have one of these you should get the other too.

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