Category Archives: Durable Power of Attorney

The Driverless Car and Estate Planning

In today’s Wall Street Journal there was section on the future of automobiles.  The first article, titled “Nobody Behind the Wheel,” described how the future of the driverless car is coming.  The other article, titled “Trucks Will Roll Down an … Continue reading

Posted in Advanced Medical Directives, Asset Ownership, Durable Power of Attorney, Estate Planning, Intestate, Joint Tenancy | Leave a comment

Estate Planning Documents Every Person Should Have

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

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

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?

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?

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