Category Archives: Estate Planning-General
Who Can Be Trusted?
When creating estate planning documents such as a living trust, power of attorney for finances or health care, or even a simple will, one of the most difficult decisions my estate planning clients face is: “Who can be trusted to handle my affairs if I become disabled or pass away?” I generally ask my… Read More »
Proper Handling of Bank Accounts
The bank account is used by many people to deposit funds they receive from an employer or other income source and to disburse those funds for goods and services, primarily by means of checks and ATM transactions. While bank accounts are very handy vehicles for handling money, they should be used with caution for… Read More »