November 2024 Q: Who are all these people mentioned in my documents? A: Allow me to clarify: Fiduciary – person who acts in a position of trust over another person or that person’s assets – everyone below is a particular kind of fiduciary. Trustee – fiduciary...
August 2024. Q: My mother just died. Do I need to do probate? A: If there was anything just in her name, with no living joint owner or beneficiary, then we have something that nobody owns. Nobody can take money out of a bank account that nobody owns; nobody can sell a...
May 2024. The vacation is all planned, tickets bought, pet sitters engaged, but … “Hon, did we ever sign that will?” “What will? The one you downloaded? No, because we could never figure out the thing for the kids’ money.” “Oh, yeah. Well, do you want to pull it up...
February 2024. Q: When I sign a power of attorney or will, who knows about it? A: Only you, your attorney, and anyone you tell. Your attorney can’t even disclose that he or she has met you, and certainly can’t disclose that you’ve signed a power of attorney or will,...
January 2023. Are your parents or your spouse starting to show signs of dementia? Do they have an updated power of attorney for medical and financial decisions? If not, you might need to consider guardianship. Do you have your own business? Have you made provisions...
