Handouts
We have created a number of helpful handouts for you to better understand important roles you may play or appoint others to play as part of the planning process.
Click on a link below to download your complimentary handout.
• The Ins and Outs of Durable Powers of Attorney
• How Guardianship & Conservatorship Work (and Why They’re to be Avoided if Possible)
• What Health Care Proxies Cover and What They Don’t
• Your Duties as Attorney-in-Fact and How Not to Mess Up
• Estate Administration Checklist
• Memorandum of Intent Family Fund
• Memorandum of Intent Family Protection Trust
