Power of Attorney

Power of Attorney

[Video] Is Your Power of Attorney Accessible?

July 5, 2017

MICHELLE SMALENBERGER, CFP® As it’s the summer and we’re all excited to go off to a vacation somewhere nice and lay on the beach, or be in the sunshine, I’m sure that many of us are probably forgetting to pack something that’s really important. Today we’re going to be talking about “packing” your POA, or…

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Estate Planning Document

Estate Planning Documents: What are they?

May 16, 2017

Michelle Smalenberger, CFP® Do not hesitate to have your estate plan created!  Your family is depending on it.  Even a single individual or married couple with no children or assets should have an estate plan so they choose who will make their healthcare and financial decisions. Will:  A legal document that allows your assets to…

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