5 Steps to Take When Bank Won’t Honor Power of Attorney
Question: I have a POA that was drawn up by my brother’s attorney last month. I am trying to get access to his bank account at a credit union. The credit union has denied me any access [...]
Are Family Members Overcharging for Serving as Trustees of $30 Million Trust?
Question: There are 4 brother and sisters – 2 of them are the trustees of a $30 million estate. They are paying themselves $175,000 each per year, but pay others to do all the work around [...]
In Massachusetts, Do We Need to Refile Our Homestead Declarations After Age 62 for Maximum Protection?
Question: First of all, I love your new book! Lots of valuable info. Anyways, my wife and I live in Massachusetts and set up a Homestead Declaration in each of our names when we purchased our [...]
