by Brian Small | Oct 24, 2023
Oh, come on. Redoing an estate plan sounds about as exciting as purchasing tires! Well, it just so happens that tires are a perfect analogy. It is not fun to buy tires; it is necessary if the tread is unsafe – leaving your tires, your foundation for safety on the...
by Brian Small | Oct 18, 2023
Over the next few weeks, I will be doing blog posts on the essential elements of an estate plan. I decided to start with the Medical Power of Attorney, truly one of the most important parts of an estate plan. A medical power of attorney is a legal document that grants...
by Brian Small | Oct 5, 2023
In today’s fast-paced and unpredictable world, planning for the future is essential. One crucial aspect of such planning is establishing a durable power of attorney (DPOA). A DPOA is a legal document that grants a trusted individual, known as an agent or...
by Brian Small | Jul 14, 2023
A revocable trust and a will are both important estate planning tools, but when it comes to flexibility and efficiency, a revocable trust offers several advantages over a will. Here are some key reasons why a revocable trust is often considered better than a will. A...
by Brian Small | Jan 24, 2023
A friend of mine asked me the other day, “Why do I need an estate plan? Everything I own has a beneficiary designation on it.” I looked at him and said, “Your beneficiary designation handles the most unimportant aspect of an estate plan, the money.” The beneficiary...
by Brian Small | Jan 24, 2023
Money just doesn’t go as far as it used to. Gas is too expensive, groceries too expensive… dying… too expensive. When we die, we understand that our assets will be passed on to our loved ones. They shall inherit our bounty. Yet if we do it wrong, they get less, and it...
