Choosing an Executor, Trustee and Guardian

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choosing an executor trustee and guardian

Clients frequently ask me for advice on who they should name as Executor, Trustee or Guardian when creating their Last Will and Testament.  First, let me explain the difference between the three roles. The Executor  The Executor is the person who probates your Will, goes into your house and looks through all your things, safeguards […]


Top 10 Reasons to Have a Will

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To determine who gets your money (Naming beneficiaries) To determine guardianship (Saying who will take care of you children) To determine who controls the money (Naming of executors and trustees) To minimize estate or inheritance taxes To avoid the cost of an insurance bond (If you do not allow for an executor or administrator to […]

Elder Law

Get Thee a POA

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POA (Power of Attorney)

Don’t have a Power Of Attorney (“POA”) yet? You are not the only one. Millions of Americans find out too late that a POA is a very useful and inexpensive document to obtain. If you do not have a POA, in order for your spouse or loved ones to make financial and medical decisions for […]