Question: My durable power of attorney has the phrase: “it shall not be deemed to be self-dealing on the part of my attorney-in-fact herein to make gifts, transfers or dispositions to or for himself or his children, because they are the objects of my bounty in harmony with my estate plans.” This seems to have […]

Question: My mother died at age 93. Her husband is in an assisted living facility. She had financial and medical powers of attorney. I am the successor agent on both. His Medicaid pays most of his facility expenses, with my mother paying about $1,100 a month. They own a condo with a mortgage of about […]

Question: If I want to leave someone money from my mutual funds, does that have to be in my will or can I just make that person a beneficiary of that fund or partial beneficiary? Will that be known to other beneficiaries in the will? Response: Yes, assuming the investment company where you have your […]