Retirement

Defining Probate

Defining Probate

The words “probate” or “court”, independent of each other, commonly cause anxiety and sometimes, even fear. Those emotions are heightened when you or a loved one is faced with having to go through the probate process after having suffered the loss of someone near and dear.  In the event you or a loved one is …

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Power of Attorney

What is a POA and are they important?

What is a power of attorney? A power of attorney, usually abbreviated as “POA,” is a personal agent appointed by a principal to assist with the day-to-day financial affairs due to incapacity, inconvenience, or other reasons. In many cases, the agent acts alone on behalf of the principal when they are unable to do so. …

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