Monthly Archives: April 2019

April 1, 2019

Power of Attorney Misconceptions

Understanding the Benefits of a Power of Attorney

A durable power of attorney is one of the most important estate planning documents you can have. It allows someone you appoint (your agent) to make decisions on your behalf in the event you become incapacitated. If you have not appointed an agent then your friends and family may not have the authority to make […]

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Common Mistakes When Planning for a Disabled Family Member

The Basics of Special Needs Planning

There are 58 million Americans five years of age or older that are identified as special needs making them the largest single minority in this country. The majority of federal and state benefits available to help persons with disabilities are needs-based, meaning income and assets are strictly limited and can often be misunderstood or misinterpreted, […]

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