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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: "durable power of attorney"
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 What is a Durable Power of Attorney?
0
By Harry Margolis
In Durable Powers of Attorney
Posted September 8, 2025

What is a Durable Power of Attorney?

Key Takeaways: A durable power of attorney document allows a trusted person to manage your financial and legal affairs if you are unable to. Without it, family members will likely have a hard [...]

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 Do You Need a Guardian or Conservator if a Health Care Proxy and Power of Attorney are in Place?
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By Harry Margolis
In Durable Powers of Attorney, Guardianship and Conservatorship, Health Care Directives
Posted July 25, 2025

Do You Need a Guardian or Conservator if a Health Care Proxy and Power of Attorney are in Place?

Question: I’m wondering, if someone had named agents under a health care proxy and power of attorney while they had capacity, is there any benefit to also petitioning for guardianship or [...]

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 What Legal Documents Should Older Adults Have In Place?
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By Harry Margolis
In Wills
Posted May 30, 2025

What Legal Documents Should Older Adults Have In Place?

Question: What are the legal documents essential for any older adult that covers long-term care and end-of-life wishes? Response: Everyone should have a will, durable power of attorney, health [...]

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 Do I Need to Change My Trust If I Move to Another State?
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By Harry Margolis
In Revocable Trusts
Posted January 29, 2025

Do I Need to Change My Trust If I Move to Another State?

Question: I had a trust drawn up in California with my wife. I am now widowed, sold the home in California and bought a condo in Florida, which title is in the name of the trust. I do not have [...]

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 How Can I Give My Agents Under My DPA the Power to Appoint Successor Agents?
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By Harry Margolis
In Durable Powers of Attorney
Posted August 8, 2023

How Can I Give My Agents Under My DPA the Power to Appoint Successor Agents?

Question: This question is about an issue regarding powers of attorney (POAs) that seems to be rarely discussed. About 40 states (including my state) have adopted a version of the Uniform POA [...]

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 Does Agent Under Durable Power of Attorney Have to Provide Accounting?
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By Harry Margolis
In Durable Powers of Attorney
Posted March 6, 2023

Does Agent Under Durable Power of Attorney Have to Provide Accounting?

Question: Does a durable power of attorney have to provide accountings and other financial information to the heirs of the person for whom they are acting, while the person is still alive? [...]

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 How Can I Avoid Durable Power of Attorney Abuse?
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By Harry Margolis
In Durable Powers of Attorney
Posted November 25, 2022

How Can I Avoid Durable Power of Attorney Abuse?

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 [...]

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 Must My Mother Sign a New Will When She Moves to a New State?
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By Harry Margolis
In Durable Powers of Attorney, Health Care Directives, Wills
Posted October 18, 2022

Must My Mother Sign a New Will When She Moves to a New State?

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 [...]

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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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 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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Categories
  • Asset Protection (38)
  • Charitable Giving (11)
  • Durable Powers of Attorney (54)
  • Estate and Gift Taxes (70)
  • Guardianship and Conservatorship (15)
  • Health Care Directives (15)
  • Irrevocable Trusts (77)
  • Long-Term Care Planning (198)
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  • Property in Other Countries (6)
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  • Retirement Plans (25)
  • Revocable Trusts (150)
  • Second Marriages (12)
  • Social Security (20)
  • Special Needs Planning (99)
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  • Wills (69)
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Wondering if a trust makes sense for you?

This comprehensive guide provides all you need to know (in plain English).

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Harry Margolis book: The Baby Boomers Guide to Estate Planning

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Wondering if a trust makes sense for you?

This comprehensive guide provides all you need to know (in plain English).

Harry Margolis book: The Baby Boomers Guide to Estate Planning

Get the Book
(An Amazon Prime Reading selection)

Read Sample Chapters