Nov 22, 2021 | Uncategorized
Our Office Is Open We wish you and your family health and safety during these trying times. Dynamic Estate Planning is still open, and seeing clients both in-person and virtually. We are observing social distancing and continuous disinfecting procedures in our office....
Nov 22, 2021 | Uncategorized
If you have an estate plan in place, you have taken a critical and crucial step in properly planning for your family’s future. But even if you have an estate plan, you shouldn’t become complacent. Estate plans need to be reviewed and revised from...
Nov 22, 2021 | Uncategorized
Many people use the term power of attorney in a very general fashion, but there are specific types of powers of attorneys, and it is important to know the difference. Here are a few of the most popular types of powers of attorneys: General Power of Attorney A general...
Nov 22, 2021 | Uncategorized
What is a Revocable Trust? A revocable trust is an agreement made by an individual during his or her lifetime, naming a trustee and beneficiary. A revocable trust is a trust that can be updated while you’re still alive if you so desire. Revocable trusts are...
Nov 22, 2021 | Uncategorized
Relying Solely on a Will The importance of a will is not to be underestimated, but when it comes to estate planning, this is just one of many important factors. A complete estate plan encompasses additional components, including financial power of attorney,...