A Comprehensive Durable Power of Attorney – Why does every adult need it?
Estate planning is much more than planning for the transfer of our assets upon our death. It is just as important to plan for our incapacity and who will access our assets for our benefit if we can’t. A comprehensive durable power of attorney is perhaps one of the most important planning tools we have.…
Read MoreIs a Revocable Living Trust Right for Me?
Revocable Living Trusts An estate plan based upon the foundation of a revocable living trust is one of the greatest strategies we have to create smooth transitions in the event of disability or death. The revocable living trust allows you to retain ultimate control of your assets and simultaneously provide your family with peace-of-mind. With…
Read MoreCoronavirus Aid, Relief, and Economic Security (CARES) Act
The Us House & Senate passed the Coronavirus Aid, Relief, and Economic Security (CARES) Act Here is information that individuals and business owners need to know now. Some of this information has been provided by our Congressman, John Rutherford, and some of it is from my review of the Act as well as the U.S.…
Read MoreEmbarking On New Adventures
Preserving Choices Provides Peace & Comfort
This short video provides information about how to preserve your choices by executing health care advance directives and the durable power of attorney.
Read MoreThree Oaks COVID-19 Message
Despite the changes we have to make, we will continue to serve you so that you can protect yourself and your family during this time. What we are doing to help as many individuals and families as we can: We are conducting video and telephone consultations; We are offering flexible options to get this done…
Read MoreThe Roles of a Mother: Protecting Your Children
As we enter this month honoring moms, I’d like us to take a step back and reflect on all of the roles of a mother. Mothers are the ultimate protectors, the original “SHeroes” (female super heroes), the knot that keeps the laces together when everything really wants to just fall apart. As moms we guide,…
Read MoreEstate Planning Needs for Families with Minor Children
I’d like to share a topic that’s so important for my family – Estate Planning Needs for Families with Minor Children. I’m sure it’s not a surprise; however, my husband and I talk about this topic often. We’ve even considered taking separate flights to the same destination. Our children are so precious to us and…
Read MoreThings Change – So Should Your Estate Plan
Major life events. They are inevitable – a fact of life. At times they bring joy and excitement. Other times we are left saddened by the broken pieces of a marriage or a family broken due to the tragic loss of a loved one. Whether joyous or saddening, the following three categories of major life…
Read MoreEveryone Needs a Comprehensive Durable Power of Attorney – What are the benefits?
Estate planning is much more than planning for the transfer of our assets upon our death, it is just as important to plan for our incapacity and who will access our assets for our benefit if we can’t. A comprehensive durable power of attorney is perhaps one of the most important planning tools we have…
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