08 Oct, 2024
What is a Fiduciary?
A person designated to “step into your shoes” and act when you can’t is known as a fiduciary. Essentially, a fiduciary is a person (or organization) acting on behalf of another person, putting his/her own interests behind that of the person being served, and being bound by the duties of good faith and trust. When … Read More
09 Jan, 2024
My POA Lives Out of State
As discussed in prior blogposts, Power of Attorney documents are some of the most important documents you need to have in your estate planning arsenal. The Power of Attorney can provide peace of mind to you, the Principal, in knowing that your finances—and most importantly, yourself—will be taken care of regardless of what life throws … Read More
14 Nov, 2023
Health Care Declaration and POA
The Health Care Declaration and Powers of Attorney, often called a Health Care Power of Attorney, is another key document that is part of one’s estate planning “suite” of documents, along with a Financial Power of Attorney and a Will. The need for a Health Care Power of Attorney has increased in recent years. Doctors … Read More