Question: Should I transfer savings and checking accounts to revocable trust? Beneficiaries are noted on accounts and we have durable powers of attorneys for us beside trust in case of [...]

Question: I’m planning to appoint an estate lawyer as my durable power of attorney for finances, since I don’t have a relative or friend who could fill the position. I’d like [...]

Question: Do I need a revocable trust to avoid probate if: 1. all my accounts have a designated beneficiary; and 2. I sign Fidelity’s form confirming the beneficiary? And as far as non-monetary [...]

Question: My brother is abusing his durable power of attorney with my father, coercing him to do things he does not want to do. He is also taking over part of his business, including his biggest [...]

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 [...]

Question: Should your trustees on your revocable trust be the same people as those named on your durable power of attorney? Do you recommend bank trust departments for powers of attorney? [...]

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 [...]

Question: My wife and I have separate trusts made in Colorado in 2014. We moved to Missouri in 2015. I don’t want to pay for new trusts, so what should I do, if anything, to make sure they [...]

Question: Would successor trustee powers for financial and health management on incapacitation of primary trustee in a revocable trust obviate the need for a springing power of attorney when the [...]

Question: Can a legal guardian of an elderly parent still appoint himself as a durable power of attorney to sell a property without a court’s permission? Then withdraw the guardianship [...]