What Is A Declaration Of Guardian, And How Does It Work?

A Declaration of Guardian is a legal document where you tell the court who you want to serve as your guardian if there is ever a guardianship proceeding for you. There are two types of guardians: Guardian of your estate, and guardian of your person.      Guardian of...

What Is A Power Of Attorney For Financial Matters?

A Power of Attorney is a legal document where you the “Principle” name another person as your “Agent” to speak on your behalf with third parties.  For example, let’s assume Tom and Cindy Client are moving to another city.  Tom is out of the country on business and...

What Is A Life Insurance Trust And Do I Need One?

In talking with clients about their estate planning, one of the things we do is get an accurate assessment of all of the assets in the total estate. So, we discuss all real estate, bank accounts, stocks, bonds, 401(k)s, IRAs, vehicles, cash reserves, and life...