by karenblaze | Sep 15, 2021 | Estate Planning
Common Misunderstandings Do you know if your financial power of attorney document is a “springing” or an “immediate” authorization? Do you know what your bank or retirement account custodian would require if your financial power of attorney agent needed to transact on...
by Marie Burns | Aug 30, 2020 | Estate Planning, Financial Advocate
A Frustrating Requirement You Need to Understand We head to the pantry this month in our Financial Open House tour, and if you are like me, you have a place for everything. Your pantry is organized the way you like it therefore you don’t really think much about it...
by Marie Burns | Jun 5, 2019 | Estate Planning
June 2019 – Are you ready for a stress-free vacation season this summer? To be truly stress-free, you need to consider the Must-Dos of estate planning before you go. I jokingly (but not really) tell my financial planning clients to book a trip on the...
