Executor of Will vs. Power of Attorney

Executor of Will vs. Power of Attorney

Many of our clients mix up the roles of an executor and a power of attorney (POA). While both involve making decisions, they serve different purposes. A POA manages a person’s affairs while they’re still alive. An executor steps in only after they pass away. But...
How to Use Estate Planning to Avoid Taxes

How to Use Estate Planning to Avoid Taxes

Smart Estate Planning to Avoid Taxes — 5 Strategies to Protect Your Wealth Estate planning ensures your wealth goes to your loved ones — not to the government as taxes. If you don’t plan properly, taxes like estate tax, income tax, and capital gains tax take a huge...