May 26, 2021 In Advovacy, Insurance

Is It a Good Idea to Add My Children to My Bank Accounts?

Can I just add my children to my bank accounts if I want to leave my bank holdings to them? That idea sounds better than it actually is. Yes, you would avoid court proceedings when...

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October 14, 2020 In Advovacy, Insurance

Understanding the Role of a “Fiduciary”

You may be asked to be the power of attorney for a family member or friend. Your person may be planning for when they might become unable to take care of their affairs. For example,...

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