by Jackie Cara | Feb 28, 2025 | Uncategorized
Occasionally, a client will ask me “Do I really need a backup or successor listed on my Power of Attorney, Health Care Proxy, Will or Trust”? Almost everytime my answer is an unequivocal YES!… But “why do I need to name a successor . . .” Because, I tell them,...
by Jackie Cara | Feb 24, 2025 | Uncategorized
A Health Care Proxy, sometimes called a Health Care Agent or decision maker, is a document you create in which you name the person you choose to make medical decisions when you can’t. The document names a first decision maker or agent and should also list “back-up”...
by Jackie Cara | Feb 14, 2025 | Uncategorized
A Power of Attorney is a legal document that allows you to choose a trusted person to make financial decisions for you. A cornerstone of a comprehensive estate plan, a Power of Attorney, works for you now, during an illness or injury, and later, during incapacity. ...
by Jackie Cara | Feb 11, 2025 | Uncategorized
Takeaways Having an open, honest discussion with your loved ones about what you would prefer for your end-of-life care can be helpful in preparing for the unexpected. Talking about death, especially one’s own death, remains a topic that most people avoid...
by Jackie Cara | Feb 11, 2025 | Uncategorized
Takeaways A transfer-on-death (TOD) account may be a simple and straightforward way for you to pass your wealth or property on to your loved ones after your death. TOD accounts can help your loved ones receive your financial assets upon your death without having to go...
