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19 Nov, 2024

PA Intestacy

Despite growing awareness of the importance of estate planning, a significant number of Americans still haven’t taken this critical step. According to a 2024 Caring.com survey, only 32% of Americans have a will or other estate planning document in place—continuing a trend seen in earlier studies (Caring.com, 2024). When someone dies without a will, they Read More

10 Nov, 2024

Fiduciary Relay Race: From Agent to Executor

When discussing the role of fiduciaries in your legal documents, it is important for you and those you appoint to understand how responsibilities begin and end within each of the documents you create.  Similar to a relay race, the baton (your physical estate and intangible legacy) is passed between fiduciaries who are appointed for various 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

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