Category Archives: Financial Power of Attorney

These posts concern powers of attorney over assets, finances, etc.

Top 10 Mistakes People Make in Estate Planning, Wills and Trusts: # 7 – Failure to Plan for Incapacity


Planning for Incapacity is easily overlooked for two reasons: (1) most people associate estate planning with death; and (2) thinking about one’s own mortality is discomforting enough — thinking about the possibility of Alzheimer disease, dementia, coma or other mentally … Continue reading

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20 Advantages to Having a Trust (Part A: Planning for Incapacity) 


Why should I make a trust?  This is a common question. In this series of posts, here’s twenty great reasons to have a trust! Part A: Planning for Incapacity. Dementia, Alzheimers, Coma, etc. 1. A trust avoids the probate court. … Continue reading

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Why do I need a Power of Attorney if I have a Trust?


Even if you have a Trust, you still need a Power of Attorney  because it applies, during your lifetime, to management and control of your property that is not in a Trust. Certain property does not get put into your … Continue reading

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What is a Durable Power of Attorney or Power of Attorney for Finances?


A Power of Attorney for Financial Matters  appoints someone to manage your assets and pay your bills. It can take effect immediately, or it can be limited so that it only takes effect if you become incapacitated. A “durable” power … Continue reading

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Top 4 “MUST HAVE” Estate Planning Documents


Estate Planning Everyone Should Have      Estate Planning is about Life.  It’s about security for those you love. It’s protection for yourself, if you become incapacitated. It’s a tool for creating a legacy or preserving a heritage. It’s a means … Continue reading

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