October 13, 2021 In Advocacy, Insurance

Planning Your Legal End-of-Life Instructions

You have an estate plan and included in it is your living will with instructions for resuscitation. While your wishes in a living will may be appropriately documented, that does not guarantee the instructions will…

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September 1, 2021 In Advocacy, Insurance

Why Estate Planning Is Important to Younger Adults

Most young adults don’t consider estate planning a priority. Young adults in their twenties and thirties often think they don’t own enough to constitute an estate. However, an estate is the total of all you…

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August 25, 2021 In Advocacy, Insurance

Is a Will All I Need?

About 50% of Americans do not currently have a will. While a will is a necessary document that every person who owns assets should have, it is still a relatively simple document that may not…

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May 26, 2021 In Advocacy, 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 Advocacy, 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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