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Power of Attorney and Living Wills

By: HeirSearch. Two primary documents that help ensure an individual’s access to their desired healthcare outcome are Power of Attorney (POA) and Living Will. These written documents allow an individual to appoint external help to make legal, financial, and healthcare decisions on one’s behalf. A Living Will, or health care directive is separate from the […]

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October is Estate & Gift Planning Awareness Month

By: Financial Awareness Foundation We hope you and your loved ones are staying safe and healthy. In these unprecedent...

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The Two Estate-Planning Documents Clients Need for College-Bound Kids

By: Anna Sulkin Estate planners are seeing a new trend in their line of work—clients increasingly requesting to put e...

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Digital Assets in Estate Planning: Cybersecurity Concerns and Considerations

By: JD Supra With the rise of the digital world, many estate planning clients have accumulated large collections of “...

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International Estate Planning

By: Matthew Erskine Despite the sharp drop in international travel due the the Covid 19 pandemic, we are still living...

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How Does the SECURE Act Affect Estate Planning?

By: Adler Pollock & Sheehan The Setting Every Community Up for Retirement Enhancement (SECURE) Act is the biggest...

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Estate Administration During a Pandemic

By: Burns & Levinson This month we will continue the discussion regarding our professional experiences during the...

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