“I don’t want the government to take my money when I die.”
This is something I hear almost weekly in my office. Most clients are surprised to hear that the general answer is “the government will not take your [...]
The Power of a Power of Attorney
A power of attorney allows the principal to delegate authority to the agent, sometimes referred to as the “attorney in-fact,” to act on the principal’s behalf in [...]
HIPAA and Your Estate Plan
Recently, I’ve met with many clients who have revocable living trusts, and other estate planning documents, that were executed some fifteen or twenty years ago. The issue [...]
Estate Planning: The Overlooked Documents
As an attorney who practices primarily in estate planning, I often encounter people who ask, "Why do I need an estate plan?" I usually answer, "So your [...]
Estate Planning: The Basics
What is Estate Planning Estate Planning is the process of planning during your life for the transfer of your property at your death to your beneficiaries. Estate [...]
Being a Successor Trustee
What is a Successor Trustee? A Successor Trustee is a person who takes over the management of a trust after the initial trustee dies or is unable [...]
