Archive for June 2023
Responsibilities of a Healthcare Power of Attorney
In situations where individuals are unable to make important healthcare decisions for themselves, a healthcare power of attorney serves as a critical legal document. Designating a trusted person as your healthcare power of attorney ensures that your medical wishes are respected and that you receive appropriate care. Here are some of the key responsibilities of…
Read MoreA Guide for a Smooth Administration
Preparing for the future and ensuring a seamless administration of assets and responsibilities is crucial. As you plan for the inevitable, one essential aspect to consider is providing your successor trustee with the necessary information to efficiently handle your affairs. Here is our guide to the essential information your successor trustee should know in advance.…
Read MoreTips for Successful Business Succession
Estate planning plays a crucial role in ensuring a successful business succession. Here are 10 tips to consider: 1. Create a will or trust Establish a legally binding document that clearly outlines how your business assets and ownership will be distributed upon your death. A will or trust should designate the intended successor(s) and provide…
Read More