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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: "power of attorney"
Home /
 9 Questions to Ask and Answer in Preparing Your Durable Power of Attorney
1
By Harry Margolis
In Durable Powers of Attorney
Posted March 10, 2020

9 Questions to Ask and Answer in Preparing Your Durable Power of Attorney

In the post Do I Need a Lawyer to Get a Durable Power of Attorney? I list the types of questions an attorney can help you answer, but let’s also answer them here: Who should you appoint? [...]

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 Do I Need to Update My Health Care Proxy if My Agent Moves?
0
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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 What Can a Family Member Do with Agent Under Durable Power of Attorney Won’t Share Info?
0
By Harry Margolis
In Durable Powers of Attorney
Posted July 5, 2019

What Can a Family Member Do with Agent Under Durable Power of Attorney Won’t Share Info?

Question: I have an elderly father with late-stage Alzheimer’s disease. My sister has power of attorney for him. I asked her 2+ years ago for information on his assets and investments [...]

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 Do I Need a Lawyer to Get an Estate Plan?
0
By Harry Margolis
In Durable Powers of Attorney, Wills
Posted June 28, 2019

Do I Need a Lawyer to Get an Estate Plan?

Question: I have a health care proxy which is current. I have an old will but since my husband has died, the will also includes a directive that all assets should go to our children. The will is [...]

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 What is a Durable Power of Attorney?
0
By Harry Margolis
In Durable Powers of Attorney
Posted March 3, 2017

What is a Durable Power of Attorney?

A durable power of attorney is a document through which you appoint another person (or two people) – to be your “attorney-in-fact” – to step in and manage your financial and legal affairs if and [...]

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Categories
  • Asset Protection (34)
  • Charitable Giving (10)
  • Durable Powers of Attorney (44)
  • Estate and Gift Taxes (56)
  • Guardianship and Conservatorship (5)
  • Health Care Directives (13)
  • Irrevocable Trusts (52)
  • Long-Term Care Planning (173)
  • Non-Traditional Families (16)
  • Non-US Citizens (27)
  • Pets (4)
  • Practical Matters (15)
  • Probate (38)
  • Property in Other Countries (5)
  • Real Estate (69)
  • Retirement Plans (19)
  • Revocable Trusts (102)
  • Second Marriages (11)
  • Social Security (18)
  • Special Needs Planning (70)
  • Trustee (52)
  • Vacation Homes (3)
  • Wills (50)
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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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