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Choosing an Attorney-In-Fact Who is Trustworthy & Organized

In Estate Planning, How Do You Choose an Executor of a Will? by casalmorenoMay 13, 2015

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 …

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Choosing a Trustee | Common Pitfalls

In Estate Planning, How Do You Choose an Executor of a Will? by casalmorenoMarch 25, 2015

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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  • POA in Business: Why Your Company Needs a Power of Attorney (and More) ASAP

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