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3 Sep 2015, 1:55 pm
The following are typical mistakes people make when planning their estates: • They have an outdated plan • They have no will or an outdated will • They rely on joint tenancy as a tool, especially children as joint tenants • They incorrectly title an asset so an unintended beneficiary receives the asset • They designate an inappropriate beneficiary for IRA accounts, insurance policies and retirement benefits • They fail to provide for a… [read post]
17 Apr 2008, 9:56 am
Also the Toronto Estate Law Blog has an article today on POA abuse. [read post]
22 Sep 2008, 11:00 pm
Gifts are an important tool for many estate plans, and your attorney-in-fact can make gifts on your behalf, subject to guidelines that you set forth in your Power of Attorney. [read post]
22 Dec 2008, 10:23 pm by Duncan H. Adams
As a Georgia probate litigation lawyer who has represented clients in countless court and legal proceedings concerning Georgia estate disputes in probate court, I am seeing more and more breaches by executors, administrators, and agents for powers of attorney, of their fiduciary duties. [read post]
31 Dec 2013, 12:17 pm
In addition there must be included in his estate for estate tax purposes a trust valued at approximately $2,500,000 over which he had a general testamentary power of appointment. [read post]
17 Oct 2011, 4:28 pm by DGVE law
If the will does not provide for a power of sale, the executor will have to obtain a license to sell from the probate court. [read post]
28 Jan 2022, 7:44 am by Alexis
Are your legally appointed “helpers,” such as the agents named in your power of attorney and health care proxy, still willing and able to serve in their respective capacities? [read post]
7 Dec 2022, 2:23 pm by dhdlaw
Since beginning her legal career in 2008, Stephanie has helped individuals and families develop estate plans (including wills, trusts and powers of attorney) and administer estates and trusts of varying sizes and complexity. [read post]
19 Jan 2018, 4:34 pm by Daily Record Staff
The list recognizes those in the real estate industry who are considered the most powerful and influential. [read post]
9 Feb 2009, 5:38 pm
As important as powers of attorney are, one should not forget that they do not form a complete estate plan. [read post]
28 Dec 2021, 6:33 am by Robert Kraft
Another issue is that a surviving spouse could have the full power of business-related ventures and possessions, regardless of whether he was a part of the company or not. [read post]
2 Oct 2012, 5:16 am
A recent article regarding important estate-planning tips for attorneys to consider mentioned the importance of a powerful estate-planning vehicle with a funny acronym. [read post]
25 Oct 2023, 8:00 am by Underwood Law Firm, P.C.
For example, two of the most common types of arrangements when it comes to estate planning are the establishment of trusts and powers of attorney. [read post]
21 Jul 2011, 10:48 am by Lyle Denniston
Marshall’s interference claim, because that was based on state law, and Congress could not assign to a non-Article III bankruptcy judge the power to decide that as a final and binding matter. [read post]
3 Apr 2020, 1:18 pm by Peter Klose
What are common issues families face when a loved one is incapacitated and what Estate Planning documents might give all a piece of mind: *  No power to make medical decisions if you are unable to communicate your medical wishes; Continue reading [read post]
29 Jan 2018, 3:47 pm by Bona Law PC
HOAs can have considerable power and influence over their members, so it is important to know one’s rights and obligations before closing a sale. [read post]
25 Apr 2022, 9:45 am by Marsha Tesar
Other components of an complete estate plan are Power of Attorney Documents. [read post]