Do You Need Power of Attorney if You Have a Joint Account?

Benjamin LongAttorney in Fact, Fiduciaries, Power of Attorney

Understanding Power of Attorney and Joint Accounts The Role of Attorney-in-Fact in Power of Attorney “As you know, a power of attorney (POA) allows another …

How To Plan For Incapacity

Benjamin LongAdvanced Directive, Estate Planning Attorney, Fiduciaries, Power of Attorney

Planning for Incapacity “One in four American adults live with a disability, according to the Center for Disease Control. One in 10 adults over the …

What Are Fiduciary Duties in Estate Planning?

Benjamin LongBeneficiaries, Estate Planning Attorney, Fiduciaries, Trusts

Understanding the Role of a Trustee in Estate Planning “As you plan how you will leave your estate, it is important to your family’s future …

What Must Be Done When a Loved One Dies?

Benjamin LongBeneficiaries, Credit Card, Estate Planning Attorney, Executor, Fiduciaries, Social Security, Wills

Navigating Financial Affairs After a Loved One’s Death “It can be hard to move through your daily life after someone you love dies. It may …