One of the most important estate planning documents for all persons over the age of 18 to consider is a durable power of attorney.
Read MoreApril 15, 2022 •
Estate Planning To get power of attorney (POA), the person granting you that power must name you as the agent to have the powers specified in the POA document. It must be signed by the giver while s/he is sound of mind.
Read MoreMarch 10, 2022 •
Estate Planning Being married is significant both for a married person’s lifetime estate planning and subsequent administration of the estate at death. Important rights and responsibilities exist between married persons.
Read MoreSeptember 13, 2021 •
Estate Planning The conservator is court appointed and may be responsible for financial decisions, such as retirement planning, the purchase or sale of property and the movement of any other financial assets.
Read MoreJuly 31, 2021 •
Estate Planning No matter what line of work you are in, estate planning has facets that apply to everyone, and it comes down to documenting wishes and avoiding probate and unnecessary taxes. Too many people put it off, but, in general, the sooner you do it, the better.
Read MoreMarch 5, 2021 •
Estate Planning Tom Girardi, estranged husband of Real Housewives of Beverly Hills star Erika Jayne, has been placed under a temporary conservatorship.
Read MoreFebruary 18, 2021 •
Estate Planning When an individual cannot make important decisions for himself or herself, a judge appoints someone called the conservator or guardian to make decisions. The conservator has the legal backing of the court in all decisions, including finances, medical and personal care.
Read MoreJanuary 20, 2021 •
Estate Planning Powers of attorney come in different forms, each suited for a specific purpose. They serve as useful tools in any estate-planning effort.
Read MoreDecember 7, 2020 •
Estate Planning James Spears has been her co-conservator since 2008, when the singer suffered a very public breakdown.
Read MoreAugust 10, 2020 •
Estate Planning If you have updated your estate plan during the Covid crisis and even found a way to sign your documents while maintaining social distance, do not overlook the last step of trust funding.
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