“Setting up a reliable estate plan, complete with key documents, such as a will and durable power of attorney, is one of the most important ways to protect your loved ones—and yourself. Yet many adults fail to take these crucial steps. A recent survey by Caring.com found that about 6 in 10 adults haven’t drawn up estate…

“Earlier this month, news outlets reported that Aretha Franklin, a Memphis native, died without a will. That fact seems important, but what good does a will actually serve? In basic estate planning, there are three core documents that enable people of both modest and massive means to protect and convey their health care and financial…

We get it: Nobody wants to contemplate his or her own mortality. And you may even feel that, in the context of death, questions about who gets which of your assets seem trivial. That might explain why numerous recent studies have found that only between 35% and 45% of Americans have a will. But the…

By Jennifer Finch Power of attorney documents is undoubtedly not very high on your to-do list for sending your child off to college. You’ve circled Target and Bed, Bath & Beyond several times by now, trying to gather up all the dorm essentials.  You’ve gone over the first semester’s schedule, reviewed good safety guidelines, and bought all…

A common misperception is that estate planning is only for the old or the wealthy. Often, estate planning becomes urgent, something done quickly due to an upcoming trip or in response to a health scare. Estate planning, however, is important for every adult person. Indeed, the nature and extent of estate planning each individual needs…

One of the cornerstones of a solid financial plan is properly configured estate planning documentation—especially your medical and financial powers of attorney (POA). POAs give you the ability to legally authorize an individual to handle your affairs and make healthcare decisions in the event you become incapacitated and are unable to make them on your…

Planning for disability is just as important as estate planning and can help minimize family conflict, protect family members, and ensure security and access to financial assets during incapacity. Mental or physical disability can occur at any time, often unexpectedly, and may last for years. Failure to plan accordingly can trigger protracted court proceedings to…

©2016 Marsalese

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