Designating an attorney-in-fact through a durable power of attorney does not mean you are giving up all your rights to your agent. Your estate plan and desires for your inheritance are still protected. There are cases where a parent designates one agent out of several children because often times there …
Read MoreChoosing a Trustee | Common Pitfalls
Last Workshop Wednesday we discussed considerations in choosing a Trustee. This is one of the biggest potential pitfalls for clients doing estate planning. Here are a couple more. Choosing a Trustee Funding the trust. Putting together a plan that avoids probate and saves in taxes is just the first step. …
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