Category Archives for Estate Planning Weekly

What Is A Power Of Attorney?

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There are generally two types of Powers of Attorney. It is important that you know the difference and know which one you do, or should, have.

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3 Considerations When Hiring An Estate Planning Attorney

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Hiring an Estate Planning Attorney should be a good experience. These are three considerations to keep in mind to help make sure that you have a good experience.

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Asset Protection | Retirement Accounts

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Qualified retirement accounts are generally protected from creditors and bankruptcy. However, that protection usually only applies to you and your spouse. 

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Dealing With A Problem Heir

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Worried about leaving money to an heir that couldn't handle it? Someone with drug, alcohol, or gambling problems? Here are two ways to deal with those heirs in your Estate Plan.

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Joint Ownership & POD’s Are Not An Estate Plan

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You've heard that adding a Joint Owner or Pay On Death designation to your bank account is much easier than creating an Estate Plan. Right...and wrong. There are several reasons that "planning" this way can cause trouble. Here are a few ways issues can arise.

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