Posts Tagged ‘estate planning’

Holiday Greetings

  • December 23rd, 2020
  • David Greene
  • Comments Off on Holiday Greetings

This is the week of Christmas and it comes as no other Christmas week I can remember.  There is always joy, laughter and anticipation at Christmas time, but this year it seems muted as we all have been affected in…

If I have a Power of Attorney do I need a will?

  • August 7th, 2020
  • David Greene
  • Comments Off on If I have a Power of Attorney do I need a will?

A Power of Attorney and a will are not related and one has no effect on the other.  A Power of Attorney has legal validity only during a person’s lifetime and a will has legal validity only after a person…

What is the difference between a Power of Attorney and a Conservatorship?

  • November 26th, 2019
  • David Greene
  • Comments Off on What is the difference between a Power of Attorney and a Conservatorship?

These are two legal powers that, in many instances, accomplish the same purpose in two completely different ways.  I’ll discuss the Power of Attorney today and the Conservatorship next week.  There are several kinds of Powers of Attorney but the…

Is a Trust only for the very rich – Part 2?

  • August 7th, 2019
  • David Greene
  • Comments Off on Is a Trust only for the very rich – Part 2?

I mentioned that the three primary reasons for forming a trust are (1) avoidance of probate,  (2) asset protection from creditors and (3) the ability to control your assets and how they are used for a long time after your…

Is a Trust only for the very rich?

  • July 30th, 2019
  • David Greene
  • Comments Off on Is a Trust only for the very rich?

Absolutely not!  People create trusts for different reasons.  The three primary ones are (1) avoidance of probate,  (2) asset protection from creditors and (3) the ability to control your assets and how they are used for a long time after…

What are some of the most common Estate Planning errors that are made?

  • May 29th, 2019
  • David Greene
  • Comments Off on What are some of the most common Estate Planning errors that are made?

There are many mistakes that are made in developing your Estate Plan, but here are some of the most important: (1) failing to name a contingent beneficiary on wills, insurance policies, etc., (2) not reviewing your beneficiary designations on a…

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