Summer is a time when most of us go on a trip or vacation. Many of us will travel overseas; here’s a couple estate planning and financial common sense tips to consider before you leave overseas for your holiday. Make copies of your financial and health care power of attorneys and take them with you, upload digital copies to the cloud, as well. If you’re in an accident, in a bind and need someone to handle your affairs, it’s best…

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With graduation season upon us, parents of adult students should have their kids sign a health care power of attorney to ensure that they will be there for them should their child be in a serious accident. It’s a tradition that graduates receive gifts from friends and family, however I recommend that diploma recipients give their parents or guardians this one gift before they leave for college, the military, or take a full time position on the couch in the…

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Estate planning for couples with minor is extremely important since these families have the most to lose. The focus of the estate plan for these couples should be on the care and custody of the minor children should both parents die. Below is a list of documents that should be included in the estate plan for these families with a brief explanation of each.  I’ve grouped the documents into two groups; incapacity planning and legacy planning.Note: The estate plan outlined below…

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