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…

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…

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…

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…

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,…