170MM Americans
Need an Estate Plan

Not all critical roles in estate planning wait until death to take effect. Two key documents—the Healthcare Power of Attorney (sometimes called a Health Care Proxy or Advance Directive) and the Durable Financial Power of Attorney—let you appoint an agent to act on your behalf during your lifetime. While you are capable, you remain in […]

When creating an estate plan, much of the focus tends to be on “who gets what.” But just as critical is who makes it all happen. That’s the role of the Executor—the person (or institution) appointed in a Will to administer an estate after someone passes. The choice of Executor carries significant weight. Not only […]