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Estate Planning


6 Common Estate Planning Myths That Are Worth a Second Look
Having a will doesn’t necessarily mean your estate planning is finished. Here are six common estate planning myths involving probate, beneficiaries, powers of attorney, healthcare wishes, and estate taxes that may be worth another look.

Jeff Schlotterbeck, CFP®


Power of Attorney Responsibilities: What You Need to Know Before Accepting the Role
Being named as someone’s Power of Attorney comes with more than just a title—it comes with serious legal and financial responsibilities. In this post, we break down key Power of Attorney responsibilities, what you can and can’t do, and how to navigate this important role with confidence.

Jeff Schlotterbeck, CFP®


Estate Planning for Families: Why You Shouldn’t Put It Off
Most people don’t realize how devastating the lack of an estate plan can be—until it’s too late. In this post, I walk through why estate planning matters for every family, what basic documents you need, and how to get started. Whether your life is simple or complex, a clear plan can protect your loved ones and preserve your legacy.

Jeff Schlotterbeck, CFP®
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