Category Archives: Estate Planning

General Power of Attorney Peace of Mind

3 Take-Aways from a New Court Ruling It takes trust to sign a general power of attorney. You are trusting someone else to make your financial decisions while you are still alive. It might be for convenience and it could be good planning if you become ill and can’t make your own financial decisions. But […]

You Want Your Grandchildren to go to Harvard, Become a Doctor and a Concert Pianist?

You Want Your Grandchildren to go to Harvard, Become a Doctor and a Concert Pianist? Estate and Legacy Planning with Discretionary Incentive Trusts   So you want your children or grandchildren to: stay clear of illegal drugs graduate from your alma mater summa cum laude study your choice of business, medicine, or classical music… pursue […]