Available for Interviews: Lauren Moone
Lauren Moone is an Executive Vice President at Mirador Capital Partners and has been providing investment advice for individuals, families, and institutions for over 13 years.
What Lauren Moone can say in an interview
on Estate Plans:
Many people believe that a will and spoken promises are sufficient preparations for their passing, but there are a few other items that you will wish you had if you knew about them:
- 1) Power of Attorney: POA is a crucial part of any estate plan. With it, someone you trust will have complete control of your finances. Not comfortable with that? Consider a Limited Power of Attorney which you can restrict to, for example, your checking account.
Continue reading “Leaving These 4 Items Out of Your Estate Plan Is a Recipe for Disaster”