Do You Really Need a Living Trust?

The answer might surprise you. Clients often come to us asking specifically for a living trust-based estate plan. This notion generally stems from the...

Why I Still Make House Calls

My colleagues gasp when I announce proudly that I enjoy making house calls.  But it’s true.  When I started out, it was a necessary...

Helping You Get Your Affairs in Order

The attorneys at Huegerich and Winger, PLLC will help you get your affairs in order.  Be it estate planning, business planning, or long-term care planning...

What’s the Big Deal with Powers of Attorney and Health Care Directives?

What is a Power of Attorney?  A Power of Attorney (“POA”) is a tremendously useful legal document that allows you to delegate someone to...

Guide to Managing Someone Else’s Money

If you have been named as an agent under a power of attorney or appointed trustee of a trust, you have duties and responsibilities...

Financial Planning – What You Need To Know

Please Find Out 1)  What You Pay for Money Management and 2) Whether (or Not) That Person a Fiduciary My approach to estate planning...

Why You Should Update Your Estate Plan

I wonder if folks get tired of hearing me say this, so I’m including a link to an article that will do it for...

Do You Have a Financial Plan to Go with Your Estate Plan?

Do you have a financial plan that incorporate the following key areas?  Estate Planning:  Provides guidance to help you get your financial house in...

Review Your Beneficiary Designations Regularly, Please!

Review Your Beneficiary Designations Regularly, Please!  (your will does not control who gets your IRA…) All too often during estate planning engagements, we discover...

Why You Should Not Fund Qualified Accounts into Trust

Recently, a colleague asked me about re-titling qualified and non-qualified accounts into a revocable trust.  My reply after advising her that “my response is...