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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 powers of attorney"
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 5 Steps to Take When Bank Won’t Honor Power of Attorney
0
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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 Are our South Carolina Wills Still Good Now that We Live in Georgia?
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By Harry Margolis
In Wills
Posted July 6, 2020

Are our South Carolina Wills Still Good Now that We Live in Georgia?

Question: When we lived in South Carolina, my wife and I spent big bucks to get a will prepared. I think it was 2014 or 2015. We moved to Georgia in 2016. Our daughter is almost 14 years old. Do [...]

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 Do I Need to Update My Health Care Proxy if My Agent Moves?
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By Harry Margolis
In Health Care Directives
Posted November 4, 2019

Do I Need to Update My Health Care Proxy if My Agent Moves?

Question: Do I need to execute a new health care proxy if my named agents have moved since the document was signed in 2011? Response: No. The purpose of including addresses in legal documents is [...]

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  • Asset Protection (34)
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  • Durable Powers of Attorney (44)
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  • Health Care Directives (13)
  • Irrevocable Trusts (52)
  • Long-Term Care Planning (173)
  • Non-Traditional Families (16)
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  • Practical Matters (15)
  • Probate (38)
  • Property in Other Countries (5)
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  • Revocable Trusts (102)
  • Second Marriages (11)
  • Social Security (18)
  • Special Needs Planning (70)
  • Trustee (52)
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  • Wills (50)
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Harry Margolis book: The Baby Boomers Guide to Estate Planning

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Read Sample Chapters

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