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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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Archives

Tag Archives for: "attorney-in-fact"
Home /
 Should You Name a Bank as your Durable Power of Attorney Agent?
0
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 is “Reasonable” Compensation for Filling Multiple Roles: Trustee, Power of Attorney, Animal Caregiver
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By Harry Margolis
In Trustee
Posted October 24, 2020

What is “Reasonable” Compensation for Filling Multiple Roles: Trustee, Power of Attorney, Animal Caregiver

Question: I served as trustee and POA for a friend who was ill for over 4 years. The estimated assets were approximately $2 million at the time I assumed responsibilities for her 12 registered [...]

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 Does Being an Agent under a Power of Attorney Mean You’re Taking on Financial Responsibility?
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By Harry Margolis
In Durable Powers of Attorney, Long-Term Care Planning
Posted September 22, 2017

Does Being an Agent under a Power of Attorney Mean You’re Taking on Financial Responsibility?

Question: As POA, do I become responsible for paying for assisted living for my mom if she is turned down for Medicaid? If she is approved and gets Medicaid but it doesn’t cover the full [...]

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Categories
  • Asset Protection (33)
  • Charitable Giving (9)
  • Durable Powers of Attorney (35)
  • Estate and Gift Taxes (37)
  • Guardianship and Conservatorship (2)
  • Health Care Directives (12)
  • Irrevocable Trusts (9)
  • Long-Term Care Planning (137)
  • Non-Traditional Families (12)
  • Non-US Citizens (13)
  • Pets (3)
  • Practical Matters (15)
  • Probate (19)
  • Property in Other Countries (3)
  • Real Estate (32)
  • Retirement Plans (11)
  • Revocable Trusts (66)
  • Second Marriages (9)
  • Social Security (16)
  • Special Needs Planning (60)
  • Trustee (46)
  • Vacation Homes (3)
  • Wills (38)
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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

Get the Book

Read Sample Chapters

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