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Power of Attorney: The Broader, The Better By: Jessica L. Whaley, Esq.

When speaking about estate planning in general terms, most people tend to direct their attention to those documents that plan for after they have departed this life (i.e. a will or trust). However, when we prepare an estate plan for our clients, we not only want to prepare documents to assist in the administration of their estate, but also to aid in the years of life ahead. This is where a Power of Attorney (“POA”) becomes a useful document - when it is drafted correctly. As we will...

Contributed by: Catherine M. Seeber, CFP®, CeFT® A Certified Financial Transitionist (CeFT®) is trained to help clients navigate through major life events and the financial transitions that accompany them. The CeFT® is the industry’s first designation specifically geared toward financial change and transition.

As seen in recent headlines, the term pandemic fatigue describes the impact of COVID-19 related stressors on our feelings, thoughts, and behaviors. I am writing not to explain how to define it, or suggest how one might deal with it, but to relate it to any life transition one faces during their lifetime and the resilience one...

Contributed by: Amber B. Woodland, Esquire

Any well-rounded estate plan plans for your incapacity and ultimately your death. With the use of foundational, thoroughly drafted estate planning documents, you can ensure that your affairs are in order. But, if you have a special needs child, grandchild or other beneficiary, there is a bit more you should consider.

Outlined here are 3 common myths associated with special needs planning along with an ideal solution:

Does your child with special needs have to be disinherited? No. While we recognize and understand that disinheriting your child with special needs may seem like an...

Written by: Michele Procino-Wells, Esquire

Management of household finances can be complex, particularly when a surviving spouse is left with the daunting task of decoding a recently-departed partner’s precise methods of paying bills and keeping accounts in order. For many adult children, watching their parents endure this can bring about added stress and concern, as well as anxiety over whether timely payments are made and assets are handled prudently.

This conundrum, coupled with the onset of senility and forgetfulness, can leave many adult children pondering what they should do – legally speaking – to ensure their parent’s affairs are well-managed...

There’s a chill in the air this week and it has us craving comfort food. This recipe is a team favorite!

Blue Ribbon Meatloaf

Recipe adapted from: https://eatingwell.com

2 t. canola oil

2 c. chopped onion

12 oz. bottle of dark or amber beer

1 t. dried thyme

1 t. mustard powder

3/4 t. salt

1/2 t. pepper

1 1/4 lbs. lean ground beef

1 1/4 lbs. lean ground turkey

1 c. breadcrumbs

1/4 c. chopped fresh parsley

2 large eggs, lightly beaten

Preheat oven to 375 degrees F. Coat a loaf pan with cooking spray.

Heat oil in a...