Planning Ahead

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Appointing an Agent for Power of Attorney

BY Kaycee Cuaira

power of attorney agent POA power of attorney

A power of attorney is a document giving someone else authority to represent you in various capacities. Having a power of attorney is a common …

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What is a Succession Plan?

BY Kaycee Cuaira

A succession plan is an important part of the estate planning process if you are a business owner. Having a plan in place for what …

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The Importance of Beneficiary Designations

BY Kaycee Cuaira

If you have retirement accounts, life insurance and other ways of setting aside money for the future for your family or heirs, you are on …

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How Do You Write a Letter of Intent?

BY Kaycee Cuaira

will estate planning letter of intent

A Letter of Intent is an often forgotten but very useful part of a comprehensive plan. Also called a Letter of Instruction, it is a …

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What is a Joint Trust and Should I Have One?

BY Kaycee Cuaira

If you are married and considering setting up a trust for estate planning purposes, one of the first things you will need to decide is …

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What You Should Know About Payable-On-Death Accounts

BY Kaycee Cuaira

Payable-on-death (POD) accounts are accounts that transfer to a beneficiary upon the death of the account holder. POD accounts can be a convenient way to …

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What is a "pour-over" will?

BY Kaycee Cuaira

trust pour over will trust fund

A pour-over will is something that you will never see without its counterpart—a trust fund. A pour-over will is a common estate planning tool used …

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What is a Grantor?

BY Kaycee Cuaira

estate planning trustee trust grantor co-grantor

If you're starting to prep your estate planning documents and have some questions about grantors or co-grantors — we can help.What is a co-grantor?Grantor is …