Estate Planning Power of attorney (POA) certainly sounds like fancy paperwork jargon that no one has time to learn about. We know. However, as you start getting a little... Everyone wants their family to be taken care of after they’re gone, but it can be tough to approach the subject with a loved one. Here’s how to get started... You want to take care of the people you love. One of the most important ways you can do that? By taking the time to deal with end-of-life issues. We know... This session helps you prepare for the unexpected so your loved ones can work through your financial affairs with less overwhelm. We will explain and share... Calculators Worksheets Checklists Are you ready to become a homeowner? Wondering how the homebuying process even begins? In this Money Smarts episode, a Summit mortgage lending officer...