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Answers to your estate planning questions so you can take care of your family and yourself. Answers to your estate planning questions so you can take care of your family and yourself. Answers to your estate planning questions so you can take care of your family and yourself.
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Durable Powers of Attorney

Home / Durable Powers of Attorney /
 How Can I Leave My Estate to My Non-Citizen Sibling Who Lives Overseas?
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By Harry Margolis
In Durable Powers of Attorney, Non-US Citizens, Trustee, Wills
Posted November 22, 2021

How Can I Leave My Estate to My Non-Citizen Sibling Who Lives Overseas?

Question: I am a American citizen and want to leave my house/money in bank/stock and life insurance benefits to a sibling in another country.  Who would I talk to get this process started? A [...]

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 Can I Add My Son to My Bank Account Using His Durable Power of Attorney?
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By Harry Margolis
In Durable Powers of Attorney
Posted November 5, 2021

Can I Add My Son to My Bank Account Using His Durable Power of Attorney?

Question: My son is incarcerated. He sent me a Durable Power of Attorney from the Texas prison system to take care of his affairs. He does not have a bank account. He has an IRS check and a [...]

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 Can Agent Under Durable Power of Attorney Be Paid for 16 Years of Service?
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By Harry Margolis
In Durable Powers of Attorney
Posted October 30, 2021

Can Agent Under Durable Power of Attorney Be Paid for 16 Years of Service?

Question: I have not taken compensation for 16 years as agent under power of attorney for my mother because i wanted to be sure she had enough money. If she is near passing away may i take some [...]

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 Should I Transfer Accounts with Beneficiaries to Revocable Trust?
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By Harry Margolis
In Durable Powers of Attorney, Revocable Trusts
Posted August 24, 2021

Should I Transfer Accounts with Beneficiaries to Revocable Trust?

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 [...]

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 How Much Should I Pay My Durable Power of Attorney Agent?
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By Harry Margolis
In Durable Powers of Attorney
Posted August 16, 2021

How Much Should I Pay My Durable Power of Attorney Agent?

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 [...]

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 Do I Need a Trust to Avoid Probate if I’ve Named Beneficiaries to Accounts?
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By Harry Margolis
In Durable Powers of Attorney, Probate, Revocable Trusts
Posted August 9, 2021

Do I Need a Trust to Avoid Probate if I’ve Named Beneficiaries to Accounts?

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 [...]

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 How Can I Protect My Father from My Brother’s Undue Influence?
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By Harry Margolis
In Durable Powers of Attorney
Posted April 6, 2021

How Can I Protect My Father from My Brother’s Undue Influence?

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 [...]

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 5 Steps to Take When Bank Won’t Honor Power of Attorney
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By Harry Margolis
In Durable Powers of Attorney
Posted January 14, 2021

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 [...]

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 Should You Name a Bank as your Durable Power of Attorney Agent?
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By Harry Margolis
In Durable Powers of Attorney, Trustee
Posted November 8, 2020

Should You Name a Bank as your Durable Power of Attorney Agent?

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? [...]

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 What Language in a Durable Power of Attorney Permits an Agent to Make Gifts to Himself?
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By Harry Margolis
In Durable Powers of Attorney
Posted August 5, 2020

What Language in a Durable Power of Attorney Permits an Agent to Make Gifts to Himself?

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 [...]

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Categories
  • Asset Protection (34)
  • Charitable Giving (10)
  • Durable Powers of Attorney (41)
  • Estate and Gift Taxes (47)
  • Guardianship and Conservatorship (4)
  • Health Care Directives (12)
  • Irrevocable Trusts (40)
  • Long-Term Care Planning (155)
  • Non-Traditional Families (14)
  • Non-US Citizens (20)
  • Pets (3)
  • Practical Matters (15)
  • Probate (27)
  • Property in Other Countries (4)
  • Real Estate (52)
  • Retirement Plans (16)
  • Revocable Trusts (92)
  • Second Marriages (10)
  • Social Security (17)
  • Special Needs Planning (66)
  • Trustee (51)
  • Vacation Homes (3)
  • Wills (43)
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This simple-yet-comprehensive guide provides everything you need to know (in plain English).

Harry Margolis book: The Baby Boomers Guide to Estate Planning

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Read Sample Chapters

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