Category Archives: Estate Planning

What is a Power of Attorney? Everyone Should Know Before Signing One

What is a Power of Attorney? Everyone Should Know Before Signing One

Despite my age, part of my job description is to review and critique Wills and ancillary documents that clients provide the financial planners.  You would be shocked how many are tax inefficient or worse do not even follow the testamentary intent of the client.  Notwithstanding the ineptness of some attorneys who are drafting Wills, there

Strange Will Bequests and Estate Plans

Strange Will Bequests and Estate Plans

Did you ever think your last wishes were weird or strange?  My mom wants Phantom of the Opera playing at her wake; luckily I talked her out of actually putting it in the Will I drafted for her. My Last Will and Testament has certain provisions for hundreds, if not thousands, of glass coke bottles I have

Reader Question – Inheriting Trusts & IRAs

Reader Question – Inheriting Trusts & IRAs

I recently received a question from a reader, who I will refer to as TPS.  TPS contacted me through my contact me page – if you have a question feel free to use it! TPS seems to be very confused, so rather than just answer the question I will post it so he can reply