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How Multiple Residences Can Affect Your Living Will

Wealth Planning

Despite your well thought-out plans, your living will, or advance medical directive, may not be valid in all states where you reside.

Advance directives are used throughout the country, but there are no universal forms and individual state law governs these documents.
While some states will recognize the laws of the state where the directive was issued, others may not since the rules may vary from state to state.

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Don’t Forget these Important Planning Documents

Mark Oller |
Wealth Planning

Keep control of your own destiny and make things a little easier on those closest to you.Just as important as wills and trusts are your durable power of attorney, medical power of attorney, and living will.These documents should be updated as your life evolves and family circumstances change.Remember these documents are very specific to each state, so it’s  important to consult with an attorney well versed in the laws of your state.

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Considerations When Serving as a Nonprofit Board Member

Wealth Planning

Before you commit, familiarize yourself with the risks and rewards of serving as a board member or director.Potential board members and directors should perform thorough due diligence on an organization, in the same manner you would before accepting a position with a for-profit firm.Don’t hesitate to query the organization’s financial circumstances, leadership, mission, and future plans.

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