For your clients, the process of preparing for the future—particularly regarding their homes and health in their later years—goes beyond mere legal formalities. Clients seek to safeguard two important pillars of their life: the security of a home and the assurance of compassionate care. Assuring Homestead protection and filing a Notice of Preneed Guardian are…
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Hot Topics in Marital Deductions and Other Asset Protection Tools Hot Topics in Marital Deductions and Other Asset Protection Tools Estate planning is vital to creating a sound financial future for your clients and their loved ones. It’s also a complex area of the law, and effectively navigating the process requires attorneys to stay up…
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The Top 10 Attributes Great DPOA’s Consider Regardless of The Drafting State by Lauren Barkan, Esq. In evaluating Durable Power of Attorney Documents (DPOA’s) from various states, the best ones provide the client’s designated attorney-in-fact with clear authority, regardless of their home state. Whether the drafter is in Florida, New York, Texas, or a community…
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