May 18, 2021
David Swensen, one of the greatest investors, died this year on 5 May 2021 aged 67. The news articles that have come out include the following […]
May 3, 2021
Is a Special Disability Trust something I should consider? We understand that if you have a loved one who has a special disability, then a major […]
April 12, 2021
Generally, we recommend reviewing your Estate Plan every 2-3 years or if your circumstances have changed. If your circumstances have changed, then it is important for […]
March 4, 2021
Advanced Health Care Directive (AHCD) An Advanced Health Care Directive combines two concepts into one legal document: It appoints a Healthcare Power of Attorney to make […]
March 4, 2021
Enduring Guardian Appointing someone as your Enduring Guardian is different from appointing someone as your Power of Attorney. An Enduring Guardian is someone you appoint to […]
January 19, 2021
What is a power of attorney? A Power of Attorney is a document that appoints someone to make financial decisions on your behalf. You may appoint […]