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Family discussing power of attorney and future planning decisions

Types of Power of Attorney: Which One Do You Need?

A power of attorney is one of the most practical tools in estate planning. It can help your loved ones pay bills, manage accounts, handle property issues, and make time-sensitive decisions if you’re hospitalized or living with dementia. This guide…

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9 FAQs for Agents Under a Power of Attorney

Being named someone’s agent (sometimes called an “attorney-in-fact”) under a power of attorney can feel like an honor — and a lot of pressure. A financial power of attorney lets you handle certain money and property matters for the person…

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Why Estate Planning Is the Answer to Economic Uncertainty

If there’s one word that best summarizes the current economy, it’s uncertainty. Open a newspaper, scroll through financial headlines, or listen to earnings calls, and the same theme keeps surfacing. Uncertainty has become the new normal — and it shows…

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Benjamin Franklin estate planning lessons for protecting family legacy

Benjamin Franklin’s Estate Planning Lessons

Benjamin Franklin was many things: a Founding Father, writer, scientist, inventor, diplomat, printer, publisher, businessman, and political theorist. Yet one of his more impressive legacies — Franklin the philanthropist — is often overlooked. The man who gave us bifocals, the…

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