Jul 14, 2017 | 2017, CLDP, Consulting, Deeds, Estate Planning, Legal document preparation, Prevent Probate, Trust
For financial accounts there is a document that you can sign at the institution. This document is known as the POD or Paid on Death designation form. This allows the named beneficiaries to provide your death certificate and their identification to prove they are the...
Jun 8, 2017 | 2017, Advanced Directives, CLDP, Deeds, Estate Planning, Health Care Directives, Income-Only Trust / Miller Trust, Legal document preparation, Power of Attorney, Prevent Probate
A very important part of your long term care planning is having your paperwork in order. Did you know by not putting your wishes in writing the court system may have to become involved in every aspect of your financial decisions and medical care? Wouldn’t you rather...
