Benchmark Financial Group, LLC Blog

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ESTATE PLANNING BASICS: PART IV – THE POWER OF ATTORNEY FOR FINANCIAL MATTERS
January 15, 2013

By:  Timothy Denker A young woman in her 40s called me one day completely distraught. She was married with two adorable little girls, but her husband was hit by a drunk driver and had been in a coma for quite some time. Her income alone was unable to support her…

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ESTATE PLANNING BASICS: PART III – YOUR HEALTHCARE DECISIONS
January 15, 2013

By:  Timothy Denker Not everything about estate planning is done for your heirs. Much of it, in fact, is put in place to protect you. One of those documents is called a “Power of Attorney for Health Care and Health Care Directive.” I’ll simply call it “Directive” from here on…

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ESTATE PLANNING BASICS: PART II – WHAT DO YOU MEAN “PROBATE”?
January 15, 2013

By: Timothy Denker A couple of years ago, a client came into my office trying to figure out how to transfer the title of their deceased father’s house into that client’s name. The father didn’t have a Will or any resemblance of an estate plan, so I kept asking questions….

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ESTATE PLANNING BASICS: PART I – MORE THAN JUST A WILL
January 15, 2013

By Timothy Denker Recently, I met with a couple who was beginning to contemplate retirement. A family member told them they need to get Wills drawn up so they decided to find out how they should do that. “Well, we don’t really have anything, so we’re not sure why we…

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