Blog tagged as POA

Estate Planning in 2022: Do You Have These Documents Prepared?

01/07/2022 08:50 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Estate Planning in 2022: Do You Have These Documents Prepared?
Estate planning isn’t a fun topic to think about, but it’s important to have everything in order. Learn about some of the most important documents to include in your estate plan.

Protecting What’s Yours (While You’re Alive)

05/10/2021 08:00 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Protecting What’s Yours (While You’re Alive)
Whether due to disability, dementia, or simply enjoying an exotic vacation, there are many ways you can end up unavailable to make critical financial or health care choices for yourself or your loved ones.

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