It is never wrong to want to grow and learn more about the way our actions and decisions can impact our future. But does taking a few courses online really make you an expert?
Tag: attorney
The Complete Estate Planning Documents Guide for Beginners
Are you concerned about what it takes to plan your estate for your family after you have passed? Here we’ve provided you a step-by-step guide to understanding what it takes to have everything in order. What documents do you need? The key documents that every person needs for an estate plan: Power of Attorney form Advance Medical Directive Last Will…
Social Security Benefits for Surviving Spouses
Here’s a brief overview of Social Security Benefits for Surviving Spouses (even if you were divorced from your ex-spouse when he or she died).
The Role of the Attorney-in-Fact
When a client becomes incompetent the person named as the “attorney-in-fact” in the Power of Attorney form must step in and assist with all components of the client’s financial life. An attorney-in-fact handles all money matters – paying bills, investing assets, ensuring safekeeping of valuables while maintaining detailed and accurate records of all transactions. The attorney-in-fact is the incompetent person’s…