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Estate Planning Mistake #4: Agent Authority is Too Narrow
What happens when the authority an agent is granted in a financial Power of Attorney isn't enough?
DIY Estate Planning Mistake #2: Choosing the Wrong Witnesses
This article explores another common error we see among people who create their estate planning documents using forms from the internet.
It's Never Too Early to Plan
Estate planning is for everyone, even young people. For this couple, a major life event motivated them to put their affairs in order.
Do Mom & Dad Need Help Protecting their Money?
It’s a loaded question, one that many adult children want to ask—but don’t—often until it’s too late. Research shows that financial...
It's Never Too Early to Plan
Estate planning is for everyone, even young people. For this couple, a major life event motivated them to put their affairs in order.
