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Month: January 2023

Mental Competence
Estate Planning / Marital Agreements / Medical Directives / Power of Attorney / Retirement / Trust Administration

Things You Can Do to Help Prove You Are Mentally Competent When Executing Your Estate Plan

Although we would all like to believe that our family and loved ones will honor our wishes as expressed in our estate plan, contests are more common than you might …

Estate Planning / Marital Agreements / Power of Attorney / Trust Administration

Apple Legacy Contact Information

How to add a Legacy Contact for your Apple ID A Legacy Contact is someone you choose to have access to the data in your Apple account after your death. …

International Travel
Estate Planning / Marital Agreements / Power of Attorney / Trust Administration

Your Planning Team for Your Next Adventure

When planning your next great travel adventure, you may decide that you can do it yourself. You know what you and your travel companions want to see and do, how …

Travel
Estate Planning / Power of Attorney / Retirement / Trust Administration

Important Issues to Address Before You Leave on Vacation

Getting ready to embark on your next great adventure? Before you zip up the last suitcase, here are five issues you need to address to protect yourself and your loved …

International Travel
Estate Planning / Marital Agreements / Power of Attorney / Retirement / Trust Administration

Myths and Frequently Asked Questions: Estate Planning for World Travelers

Myth #1: International travel is no different than domestic travel. False. Although all travel requires planning and can involve risk and complications, international travel requires taking extra steps and addressing …

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