Having an estate plan is a smart idea for several reasons. One reason is that YOU get to decide what happens to your money and property when you die. Without a plan, the state where you live determines how your assets are distributed. And you might not like the...
While you are alive and competent, you should plan for incapacity. It is an essential part of an estate plan and the estate planning process. When possible, court proceedings for guardianship and conservatorship should be avoided. Here is why Patty is single and...
An agent, sometimes called the attorney-in-fact, is authorized to act on behalf of someone else or on behalf of a legal entity. Sometimes agents are hired to represent a client in negotiating the terms of an agreement. An example might be a literary agent...
Being named a trustee in someone’s revocable trust is an honor and a privilege. With such privilege comes significant responsibility. It doesn’t matter if you are appointed as a trustee after death or at incapacity. Your job is nonetheless critical and must be taken...
Why should you have an estate plan? An estate plan can provide significant peace of mind by ensuring that your money and property are protected, plans are in place in the event you become ill, and your accounts and property pass down according to your wishes. What key...
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