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, we...
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”...
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. ...
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.
The recent Los Angeles wildfires are a stark reminder of the sudden intensity with which disaster can strike, resulting in the loss of life and property.
