Healthcare planning
April 10, 2019
New survey reveals baby boomers are not preparing
The lights have been green for the baby boomers all their lives. They were born just after World War II, between 1946…
September 5, 2017
The importance of having a healthcare power of attorney
In a recent blog post in Trusts & Estates, Amy Florian explores the need for clients to have a healthcare power of attorney….
February 10, 2016
Moving to a new state?
Review estate-planning documents after moving to a new state. It’s not at the top of most people’s to-do lists after a move, but…
August 7, 2015
The ten most common mistakes in healthcare directives
According to a recent Wealth Management article, the 11 most common mistakes in healthcare directives are: 1. Treating directives as simply a form…
