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Signs Your Client Might Have A Dementia-Related Disease
How to recognize when a client might be operating at a limited mental capacity.
Checklist: Name A Power Of Attorney
A Power Of Attorney is someone you appoint to make legal and financial decisions on your behalf in case you are no longer able to...
Checklist: Documents To Organize And Share
Here are some of the essential documents, accounts, and types of information you should organize get into your Everplan.
A Guide To Power Of Attorney For Your Parents
The right forms will let the right people make financial decisions for your mom and dad, if necessary.
Estate Planning For Your Pets
America is approaching a belly rub crisis. Or, in the case of cats, that spot right above their tail that makes them like you for...
All You Need To Know About Organizing Important Documents
Our endgame is simple: Make all the paperwork in your life manageable so you don’t overwhelm the people you leave behind.
All You Need To Know About Naming A Power Of Attorney
A Power Of Attorney, or POA as people in the know say, is someone you pick to speak for you, legally and financially, when you...
Estate Planning Documents You Need To Organize and Share
Your estate planning documents will be essential in the settling of your estate, including getting through probate. By organizing...
How To Choose A Power of Attorney
Since your Power of Attorney (POA) potentially will be handling your legal and financial affairs, you’ll want to choose someone...
Why You Might Need A Springing Power Of Attorney
A Springing Power Of Attorney becomes effective upon a specific date, event, or condition. Usually, this “condition” is a...
Why You Might Need A Durable Power of Attorney (DPOA)
A Durable Power Of Attorney (DPOA) goes into effect as soon as the legal paperwork is signed and expires when you die. As long as...
Why You Might Need A Non-Durable Power Of Attorney
A Non-Durable Power Of Attorney is usually established to achieve a specific financial or legal goal. (For example: If your...
How To Name A Power of Attorney
A Power of Attorney (POA) is someone you appoint to make legal and financial decisions on your behalf should you no longer be...
From our Blog
Don't Let Your Family Fight Like These Celebrity Heirs
It’s all too common to hear of a tragedy turning into something even uglier: an epic family feud. Without a Will, Advanced...
Hawaii Five-0 Lets Carol Burnett Live
A recent episode of Hawaii Five-0 went beyond the call of planning duty and covered all of these things: Life Insurance...
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