Question: I’m nervous appointing someone on my durable power of attorney since I understand it gives them complete power over my finances and legal matters. What can I do to make sure my [...]
Question: My mother is 88 and had a will drawn up in 1991 when she lived in Oregon. The beneficiaries (my brother and I, 50/50 split) have not changed, and the designated representative (me) has [...]
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 [...]
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 [...]
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 [...]
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 [...]