… probate, a will is a plan for death and does not provide for disability. Other documents such as power of attorney, health care proxy and living will, and a living trust provide for disability planning, naming people who will manage your affairs if …
Category: Estate Planning
Organize personal, financial records as a courtesy to survivors
… and estate plan: Include the original copy of your will and other estate planning documents you’ve made. >> Advance health care directives: These documents (see caringinfo.org ) – a living will and medical power of attorney – spell out your wishes …
People on the Move: 12/24/2016
Rebecca Fishman , a board-certified general surgeon with fellowship training in breast surgical oncology, joined Allegheny Health Network and is seeing patients at West Penn Hospital. Tucker Arensberg PC said the following attorneys were elected to the firm’s membership : Kristin A. Biedinger, Jeffrey J. Junstrom, James W. Kane, Peter A. Spangler and Carolyn A.W. Whitworth .
Special Needs Trusts Through the Lens of a Financial Planner
I met recently with my friend and advisor, Lauren Pearson , CFP, to learn more about Special Needs Trusts. Lauren is a managing director and partner at HighTower Twickenham, an industry leading wealth management firm.