5 Reasons 30-Year-Olds Need an Estate Plan

When we’re in our thirties, or even younger, we often don’t consider what it really means to have an estate. We think estate plans are about passing down vacation homes and divvying up inheritances, not the very real planning that protects loved ones and ourselves from unforeseen accidents, or the documents that help you start college funds for your [...]

By |2017-08-31T13:05:21-07:00April 19, 2017|

Keep Your Medical Power of Attorney Simple: Name One Child, Not All of Them, as Agent

A key element of thorough estate planning is deciding who will have your medical power of attorney in the event you are incapacitated and unable to make important medical decisions yourself. It’s not a pleasant topic to think about, but it’s absolutely crucial if you want your wishes to be honored in such a tragic situation. Obviously, choosing who [...]

By |2017-08-31T13:13:26-07:00September 13, 2016|

3 Steps to Planning for Your Initial Estate Plan

A typical estate plan has a will, financial power of attorney, medical power of attorney, HIPAA authorization and living will. Your will is first and foremost the most important document you’ll create to make sure your estate and assets are distributed according to your wishes after you die. Even the most simple, supposedly straightforward wills include legal terms and technical [...]

By |2016-12-27T11:06:24-07:00May 31, 2016|

Estate Planning is for Everybody, Prince and 20-Year-Olds Included

Whether you’re a megastar like Prince Rogers Nelson or a young father with a one-year old, leaving behind an estate plan is essential, particularly for your loved ones. While Prince’s tragic death has made headlines for the performer’s lack of a will and what that means for his immense estate, a recent Dear Abby column shows it’s not just wealthy [...]

By |2016-12-27T11:06:25-07:00May 19, 2016|

What Is Five Wishes and How Do They Relate to Estate Planning Documents?

You are likely familiar with the usual terms for legally-binding end-of-life documents, such as living will, medical power of attorney, advanced directive, do not resuscitate order, and others. The Five Wishes (not to be confused with the national Make-A-Wish foundation for terminally ill children) is an alternate advanced directive created by the nonprofit organization, Aging with Dignity. In short, [...]

By |2017-08-31T12:48:03-07:00March 29, 2016|

The Necessity of Providing Guidelines for Medical Power of Attorney Agents

In my last blog post, I discussed the importance of proper estate planning for blended families, using the recent legal disputes surrounding Casey Kasem’s estate as an example. The Kasem saga also featured so much back-and-forth between family members that a judge was required to rule on who had the power to control Kasem’s end-of-life care. This tragic story demonstrates [...]

By |2016-12-27T11:06:54-07:00December 11, 2014|

Are Your Advance Medical Directives Up To Date?

Outside of your will, advance medical directives are some of the most important legal documents a person can prepare. They allow you to direct your medical care and treatment in the event that you become too incapacitated to do so on your own. Because we never know what life has in store—whether it’s an unexpected injury or sickness—advance medical directives [...]

By |2016-12-27T11:07:00-07:00September 11, 2014|

Four Essential Estate Planning Documents

If you’re new to estate planning but you want to plan for your future, you’ve probably wondered to yourself, “what are the estate planning documents I need?”  While we’ve all heard of wills, other necessary documents—like power of attorney—don’t always immediately spring to mind. Recently, however, the Wall Street Journal’s Tom Lauricella addressed the question in a column titled, “Four [...]

By |2016-12-27T11:07:08-07:00June 17, 2014|