Q: I am the POA for my mother. While reviewing her bank accounts, I found out that she doesn’t have any of the kids listed as payable on death…
Q: I want my life insurance to pay for my funeral. How do I do that?
Q: You wrote about personal representatives recently. What happens if you don’t have any family to be personal representative? Other than a fa…
Q: How do I name my executor? Is there a difference between an executor and a personal representative?
I’ve been going through questions this week trying to decide what to write about. I’ve received some good questions recently and deciding wher…
Q: I keep hearing that I should give power of attorney to my kids, but I’m not sure that I want to give up control yet. If I sign a power of a…
I recently spoke with a nice couple about estate planning. These folks told me that they had previously created an estate plan while their chi…
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Q: My father passed away recently. How do we remove his name from the title to the home? Can we record a death certificate or have mom sign a …
Q: A few years ago, I appointed my daughter power of attorney. She has since remarried and I’m concerned that her husband will influence her. …
Q: My wife and I are going to loan my son money to purchase a home. How do we address the loan in the will? Is there anything else we should do?
If you are regular reader, you know that I get excited whenever I come across estate planning and settlement issues on TV, movies and in the n…
Q: I have been collecting coins since I was a child. My collection has grown to be quite extensive and valuable. Is there anything special tha…
Q: I am in the process of preparing a will and power of attorney that I obtained online and from a kit. I want to leave my property to my husb…
Q: If I preplan my funeral, is there someone that can hold the money in case the funeral home goes out of business?
Q: My boyfriend and I have been together for more than 15 years. The house and one car are in both of our names, but the other vehicles are no…
Q: My father’s trust divides everything equally between the children. However, my brother is on his savings account, checking account and is a…
I think that I’ve been writing this column for about 13 years, and in those years, you can count on one hand the number of times that I missed…
Q: I have a coin collection that has significant value. Is there anything that I need to do to plan for the coin collection?
Q: I know a verbal will isn’t the preferred way of doing things but it is an option, isn’t it?
Q: I was going through my parent’s mail and I found a form from an insurance company indicating that they own some stock in it. My parents sai…
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Q: If I want to revoke my will, can I just tear it up?
Last week I answered a question concerning the restatement of a trust. I ended the column expressing concern that the reader didn’t know what …
Q: About five years ago, I asked my attorney to make some changes to my trust. When I looked at it recently all I could find was a restatement…
Q: What happens if you can’t find the estate plan? My father said he signed a will years ago but can’t remember where it is? Is there a place …
Q: Can you suggest the best way to start or the first thing one should do to begin putting things in order?
Q: After my death, do my children have to get a new Social Security number for my trust or can they use mine?
Q: Our daughter recently divorced her husband. She gets along OK with him and they share custody of the kids. They had wills while they were married.
