power of attorney

Get Your House In Order – Estate Planning for 2024

In today’s episode, Don offers actionable advice and encourages listeners to talk with their families, update their estate planning documents, and make sure their financial house is in order.

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How Legal Documents Impact Your Finances and Retirement – Part 2

Americans believe it’s important to have a will, but less than half have one. Not only do many Americans lack a basic will, they often lack very important legal documents. On part two of this series, Don will discuss how his family handles these documents and the process of getting his children updated.

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How Legal Documents Impact Your Finances and Retirement – Part 1

Americans believe that it is important to have a will, but less than half have one. Not only do many Americans lack a basic will, they often lack very important legal documents like a power of attorney, an advanced healthcare directive (living will) or HIPPA authorization forms. We will begin this discussion in part 1 of 2.

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