Category Archives: Durable Power of Attorney

Estate Planning Documents Every Person Should Have

Posted on March 7, 2012 by

I am asked numerous times what are the typical estate planning documents someone should have.  My answer, like many answers from an attorney is: It Depends.  There a number of factors that could push a person to one level or … Continue reading →

Posted in Advanced Medical Directives, Durable Power of Attorney, Estate Planning, Trusts, Wills | Leave a comment

What is a Power of Attorney? Here are the basics.

Posted on April 11, 2011 by

A Power of Attorney is the financial compliment to the advanced medical directive.   The power of attorney (“POA”) allows a person to appoint another person to act in their stead to make certain decisions.   In fact, an advanced medical directive … Continue reading →

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Why the rise in the Federal Estate Tax Exemption to $5 million shouldn’t stop you from planning your estate?

Posted on December 20, 2010 by

On Friday, December 17th, President Obama signed an $858 billion dollar tax compromise.  The compromise stopped a rise in numerous income tax rates AKA “the Bush Tax Cuts” from coming back on January 1st and extended unemployment benefits for millions … Continue reading →

Posted in Advanced Medical Directives, Durable Power of Attorney, Estate Planning, Federal Estate Tax, Guardianships, Living Will | Leave a comment

What is Estate Planning?

Posted on August 24, 2010 by

When I am asked what I do for a living when I meet someone new, I try to say that I am a “wills and trusts attorney.”  In the past, when I said I was an “estate planner,” I have … Continue reading →

Posted in Advanced Medical Directives, Durable Power of Attorney, Estate Planning, Revocable Living Trusts, Wills | Leave a comment