Last week, we discussed financial powers of attorney and how they are increasingly being dishonored. You may think that you have the answer to the problem by using joint ownership. You may have been told by the teller that with …
Last week, we discussed financial powers of attorney and how they are increasingly being dishonored. You may think that you have the answer to the problem by using joint ownership. You may have been told by the teller that with …
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This website is not designed for do-it-yourselfers. The ideas presented herein are for discussion and educational purposes only. The information presented is the opinion of the authors only and DOES NOT create any attorney/client relationship and is not to be relied upon for any specific person or situation. For specific information regarding your needs, concerns, and plan, you must consult with your tax advisor, financial planner and estate planning attorney to discuss your situation and obtain advice.
You should not attempt to implement any of the techniques or ideas presented without competent advice. You would not want to do your own brain surgery, why would you want to do your own estate plan? Check with a qualified Attorney or other professional adviser before you attempt to implement these or any other estate planning techniques. It usually costs more to fix an estate planning problem than it would have cost to do it properly in the first place.
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