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What Is Estate Planning?

To really understand what we at Premier Documents do, I ask the following question: What is estate planning? If you lost the ability to manage your affairs due to an incapacitation, what planning documents do you have in place to make sure someone you trust can step in and make decisions for you? Many people […]

What Is A Power Of Attorney

A power of attorney (POA) is a document that lets you appoint a person or organization to manage your financial or medical decisions on your behalf if you are unable to for any reason. This person or organization is called an “attorney-in-fact” or “agent.” Your power of attorney should be given to someone with whom […]

Traveling Without An Estate Plan

Traveling Without an Estate Plan – Why Leaving the Lights on is the Least of Your Worries Yes, it’s that time of year again…vacation season.  Memorial Day weekend is coming soon, the kids will be out of school in no time, and the summer vacation season will be in full force.  No matter how detailed […]

Is Your Estate Plan Out of Date?

Is your estate plan out of date? To download a copy of this file, click here. Review the questions below to see if it is time for an Estate Plan review. Has it been more than 3 years since you reviewed your current estate plan? If you have a Trust, are there any assets that […]

What Is A Trust?

A trust agreement is a document that spells out the rules that you want followed for property held in trust for your beneficiaries. Common objectives of trusts: Protect property in your estate Reduce estate-tax liability Avoid probate Why Are Trusts So Effective? The benefit of creating a trust is that your beneficiaries will avoid the […]