2014 Q3 4 Pillars Update

Last quarter we talked about blended families. We will continue that overall topic but with a specific emphasis on powers of attorney. For purposes of this article, we will talk about two types: financial and healthcare/medical....

2015 Q1 4 Pillars Update

This quarter’s article will focus on the importance of implementing the very basic of estate planning documents: Durable Power of Attorney for Healthcare Living Will (sometimes included within the Durable Power of Attorney for Healthcare) Durable P...

2014 Q4 4 Pillars Update

Other than your basic estate plan (i.e., Will or Trust), beneficiary forms are one of most important building blocks to your plan. It is important that one advisor know about all of your accounts, regardless of whether he/she is actually managing eve...