James Carolan, JD, CWS CTFA

August: National Make-A-Will Month

By James Carolan, JD, CWS CTFA / August 8, 2023

Presented by: James A. Carolan, CWS®, CTFA | Sr. Estate Planning Attorney for EWM Legal Solutions Read Time: 3 MIN August is designated as National […]

Nothing Can Be Said To Be Certain

By James Carolan, JD, CWS CTFA / November 11, 2021

Congress is debating tax law, and change is coming.

The Need for Power of Attorney

By James Carolan, JD, CWS CTFA / November 3, 2021

A power of attorney (POA) is a legal instrument that delegates an individual’s legal authority to another person. If an individual is incapacitated, a Durable POA assigns a trusted party to make decisions and act on his or her behalf