Question: With my own mom, when she went to see the attorney to prepare legal docs, the attorney asked “who do she want as POA?” and mom answered, “my son the banker and my daughter the financial planner.” So the attorney prepared the POA for son AND daughter to be POA jointly, and EVERYTHING required
Whether you’re creating a plan, managing a trust, or are a beneficiary of a trust, this book is your roadmap.
– Frank Sweeney
Question: With my own mom, when she went to see the attorney to prepare legal docs, the attorney asked “who do she want as POA?”
Question: Property inherited by a minor normally does not go directly to the minor but is managed by an adult. In my state, the age
Question: Since we don’t have a lot of confidence in our daughter’s future husband, we’d like to make sure that she’s protected, as much as
Question: We’re advised to use difficult passwords for our various online accounts and to keep changing them in order to avoid being hacked. But how
Question: I have a client with an irrevocable Medicaid trust. That trust gives him a limited testamentary power of appointment he would like to exercise
Question: I need a lawyer in Florida to help me resign my POA. How do I go about finding one? Response: Are you revoking your
Question: With my own mom, when she went to see the attorney to prepare legal docs, the attorney asked “who do she want as POA?”
Question: Property inherited by a minor normally does not go directly to the minor but is managed by an adult. In my state, the age
Question: Since we don’t have a lot of confidence in our daughter’s future husband, we’d like to make sure that she’s protected, as much as
Question: We’re advised to use difficult passwords for our various online accounts and to keep changing them in order to avoid being hacked. But how
Question: I have a client with an irrevocable Medicaid trust. That trust gives him a limited testamentary power of appointment he would like to exercise
Question: I need a lawyer in Florida to help me resign my POA. How do I go about finding one? Response: Are you revoking your
Harry Margolis, Esq. has been representing seniors, individuals with special needs and their families since 1987.
Since then, he and his firm as a whole have helped thousands of clients pay for long-term care, grapple with the incapacity of a family member, and plan for safe and productive futures for their children and grandchildren.
