Question: What is an “estate plan?” Response: Estate planning lawyers use a lot of words that may be confusing to nonlawyers — will, trust, durable power of attorney, health [...]

Question: Is there a HIPAA release form that is will work for any organization in the event I become incapacitated? I have created several for my local providers, but I would like something that [...]

Question: I’ve been badgering my Dad (age 62, single, with health conditions), to sign durable power of attorney and health care proxy documents for many years now. I think he finally [...]

We advise all of our clients to execute durable powers of attorney appointing a trusted family member or friend to handle financial and legal matters for them in the event of a disability.  This [...]

There are a lot of reasons you may want some or all of your retirement plan assets to go into trust for the benefit of your heirs, including: Estate tax planning. In a second (or subsequent) [...]

Question: My daughter Ashley, who is 27 years old, is getting married next August. She inherited about $100,000 from my mother when she passed away. Ashley is thinking of getting a prenup but, of [...]

If you’re getting married or you’re in a committed relationship and this is not your first gig, you and your fiance or partner should consider a prenuptial agreement or, if you’re not [...]