Learn about the importance of estate planning and how it can provide your family with financial protection.
Strategies for Protecting Your Family’s Financial Future Through Estate Planning
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Estate Planning
Category: Estate Planning
The Importance of Estate Planning: Securing Your Future and Peace of Mind
Understand the importance of estate planning and learn how wills, powers of attorney, and healthcare directives provide peace of mind and security.
Real-Life Scenarios and Best Practices for Using a Power of Attorney
Using a power of attorney can help ensure continuity for you and your family, but it is important to make sure it’s used correctly. Learn how.
Advantages and Disadvantages of a Power of Attorney
A Power of Attorney can be a great device to help you manage your assets. Learn more about the advantages and disadvantages.
Powers of Attorney: A Key Pillar in Your Estate Planning
Discover the essential role of Powers of Attorney in estate planning. Learn more with Sowerby & Moustakis Law.
Qualified Personal Residence Trust
The Qualified Personal Residence Trust (QPRT) is designed to hold title to the client's principal residence or vacation home, whereby the client gives the property away to his children, but retains the right to use the property...
Estate Planning Is Not Just For Mom And Dad Anymore
Creating a will or trust is something we usually expect our parents to do. When we are in our 20's, it can feel like we're too young to have to worry about what happens to our stuff when we are gone, because we barely have any stuff to give away. As we get past our...
When is the reading of the Will?
Never. The reading of the Will is a Hollywood fiction and a dramatic plot twist in many novels. However, today there is no gathering of the family in the lawyer’s oak filled and dusty library to discuss the final wishes of the family’s loved one. There is no morbid...
Have You Considered Your Digital Assets in Your Estate Plan?
What digital assets you say? We don't always consider that we have such things but most of us do. Your email account, for example. Do you get invoices via email? How will your Agent under a Power of Attorney even know about a bill that has to be paid if that Agent...
Estate Planning can be Easy
Really? “It wasn’t nearly as bad as I thought it was going to be!” That is a common phrase I hear from clients after they sign their Will who were initially apprehensive about meeting with me. It is very common for people to be scared about thinking of death or...