Posts Tagged ‘Personal Representative’

How important is it to have a durable Power of Attorney?

  • May 1st, 2018
  • David Greene
  • Comments Off on How important is it to have a durable Power of Attorney?

It is very important! A durable Power of Attorney (POA) is simply legal authorization for someone else to act on one’s behalf. This usually only occurs if the grantor of the POA is incapacitated, but it can be useful in many…

What type of documents should I be considering for my Estate Plan?

  • March 22nd, 2018
  • David Greene
  • Comments Off on What type of documents should I be considering for my Estate Plan?

When people typically think of estate planning, the first thing that comes to mind is how they can control their assets after death. When considering this, most individuals come in to see us wanting to create some type of will…

Does the new tax law eliminate inheritance taxes?

  • February 1st, 2018
  • David Greene
  • Comments Off on Does the new tax law eliminate inheritance taxes?

With the new Tax Reform beginning to take effect, there is still a large amount of uncertainty when it comes to what changes are taking place and when they come into effect. When it comes to the Estate and Generation…

Merry Christmas

  • December 20th, 2017
  • David Greene
  • Comments Off on Merry Christmas

As you read this article we are now in the week before Christmas.  As an adult I ask “how did it get here so fast” but as a child I would ask “when will Christmas ever get here?!”  As with…

What is the difference in a will and Durable Power of Attorney?,

  • November 16th, 2017
  • David Greene
  • Comments Off on What is the difference in a will and Durable Power of Attorney?,

Each individual, even husbands and wives, needs to make a will in order to pass his/her assets after death.  A Durable Power of Attorney, though, simply gives someone you trust the authority to act in your behalf when you can’t…

What are the biggest mistakes made in Estate Planning?

  • November 14th, 2017
  • David Greene
  • Comments Off on What are the biggest mistakes made in Estate Planning?

Estate Planning covers both events during life and after death.  Here are some of the biggest Estate Planing mistakes that are made: (1) Failure to plan for incapacity – everyone should have both a financial and health care Power of…

Tips On How To Avoid Will Contests

  • October 24th, 2017
  • David Greene
  • Comments Off on Tips On How To Avoid Will Contests

It is very hard to be successful in a will or trust contest.  However, many disappointed heirs file such contests every year.  Here are some planning tips to hopefully avoid that headache and heartache for your heirs.  (1) If you…

If you have a Living Trust do you also need a will?

  • September 26th, 2017
  • David Greene
  • Comments Off on If you have a Living Trust do you also need a will?

That is a good question and the answer is: maybe or maybe not!  If you have truly transferred all of your assets into your trust, then you do not need a will because no asset is in your name.  However,…

If one forgets to change a beneficiary after divorce, can it be amended after his death for good cause?

  • November 22nd, 2016
  • David Greene
  • Comments Off on If one forgets to change a beneficiary after divorce, can it be amended after his death for good cause?

Unfortunately beneficiary designations cannot be amended after the death of the policy or account holder, even if it is clear he did not intend for the listed beneficiary to receive the benefits.  The Supreme Court has heard several similar cases…

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