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PLAN LIKE THE PATRIOT’S: KEY PLAYERS AND CLIPBOARD DOCUMENTS OF ESTATE PLANNING

Whether you are waking up this morning with Patriot pride, fury over the Falcon’s fumble, or are still star struck from Lady Gaga’s performance, I think we can all agree on one take-away from Super Bowl LI: If you choose to put your mind to something, you can achieve it. And yes – I’m talking [...]

WHAT IS AN ESTATE PLAN

Frequently the question is asked: “What is an estate plan?” The concept of which, generally speaking, is quite simple. So what does it mean to plan one’s estate? The term, an estate plan, is used to refer to the legal process of planning for the disposition of a person’s assets after death, while the individual [...]

FINANCIAL POWER OF ATTORNEY

A financial Power of Attorney is a legal document which grants another person the authority to act as your legal representative and to make binding legal and financial decisions on your behalf.  The person signing the financial Power of Attorney is called the "principal."  The person being granted the power to act is called an [...]

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