by Cliff Wheeler | Mar 19, 2025 | blog
When someone passes away, their estate doesn’t automatically transfer to their heirs. In most cases, probate is required to validate the will, appoint an executor, and distribute assets. But what happens if probate isn’t filed? Who manages the estate? Can heirs still...
by Cliff Wheeler | Feb 26, 2025 | blog
What happens if you’re unable to manage your finances or make critical healthcare decisions due to illness or incapacity? What happens if you are traveling abroad and need someone to handle a property sale on your behalf? These are just a few situations where a Power...
by Cliff Wheeler | Feb 5, 2025 | blog
Having control of your life decisions is crucial, especially when you are at a high mortality risk and want to communicate your choices. Without it, you are at risk of receiving futile medical treatment, hefty bills, and law enforcement involvement. This often leads...
by Cliff Wheeler | Dec 27, 2024 | blog
Securing your financial future and ensuring your wishes are honored begins with selecting the right trust. Whether you’re looking to pass wealth to future generations without lengthy probate or support a loved one with special needs, the variety of trusts...
by Cliff Wheeler | Dec 19, 2024 | blog
If you are about to draft a will, have you considered the consequences of getting it wrong? An improperly prepared will create significant challenges, ranging from legal disputes to emotional and financial strain for your family. Without careful attention to detail,...
by Cliff Wheeler | Oct 28, 2024 | blog
As per a report by the International Association for Contract and Commercial Management, 92% of organizations believe that improving contract management would reduce risk and improve compliance within their businesses. Well, there is no doubt in the fact that...