Guardianship or Power of Attorney: Which One Do You Really Need?

When it comes to planning for incapacity or helping a loved one manage their affairs, people often confuse Power of Attorney (POA) with Guardianship. Both serve the purpose of allowing someone else to make decisions on behalf of another, but the differences are significant—and choosing the wrong path can lead to court intervention, family conflict,…

How do I create an Estate Plan?

Many potential clients, acquaintances and friends (sometimes fearfully) ask me how do they create an estate plan? Like many things, the unknown is most times the scariest part of undertaking a large project like an Estate Plan.  The most important part of what I do is take the burden off of their shoulders and create…