The Need for Power of Attorney

The Need for Power of Attorney

The point of the POA. A power of attorney (POA) is a legal instrument that delegates an individual’s legal authority to another person. If an individual is incapacitated, the POA assigns a trusted party to make decisions on his or her behalf.  There are nondurable,...
The New Inherited I.R.A. Rules

The New Inherited I.R.A. Rules

New inherited I.R.A. rules took effect on January 1, 2020. The Setting Every Community Up for Retirement Enhancement (SECURE) Act became law on that day, altering the regulations on inherited Individual Retirement Account (I.R.A.) distributions. The big change: the...
Password Manager for Digital Estate Planning

Password Manager for Digital Estate Planning

How many websites do you visit daily? How many of them do you enter login information? Probably too many to count. Do you use the same or a similar password on these websites? Is your password your birth date, favorite pet’s name, mother’s maiden name, or some other...

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