Blog

Beneficiary Designations

Let’s talk about beneficiary designations this week.  It is important to review your beneficiary designations on your insurance policies, financial accounts, and investments to ensure they are up to date. Beneficiary designations are an important

Read More »

Living Will

Let’s talk about the Living Will and how it compares to the Healthcare Power of Attorney this week. A Living Will, also known as an “advance directive,” is a legal document that expresses your wishes

Read More »

Healthcare Power of Attorney

Another very important document to include in your estate planning is a Healthcare Power of Attorney. A Healthcare Power of Attorney (also known as a “medical power of attorney” or a “durable power of attorney

Read More »

Durable Power of Attorney

A Durable Power of Attorney is one of the important documents to have in your estate planning package. A Durable Power of Attorney is a legal document in which you appoint someone else to act

Read More »

Last Will and Testament

The first and foremost document in any estate plan is the Last Will and Testament. The Last Will and Testament is a legal document that allows you to specify how you want your assets to

Read More »

Estate Planning Essentials

Introduction & OverviewThis has been discussed before, but it is worth addressing again. I’ll be sharing some posts about Estate Planning – what it is, why it’s important, and some commonly included documents. So, please

Read More »

Real ID – Are you prepared?

Flight Denied! Your travel plans are halted by New “REAL ID” Requirements The REAL ID Act was passed way back in 2005, but it has taken years to implement. And of course, through the pandemic,

Read More »

FORMS OF IDENTIFICATION

When having a document notarized, the notary must be able to satisfactorily identify the signer. The signer must present one of the following CURRENT documents to the notary: 1. U.S. passport or passport card;2. Driver’s

Read More »

Hospital Notarizations

Do you have a loved one in the hospital and need a notary? I am here to help! In order to have a successful appointment, the patient must review and understand the document(s) being signed

Read More »