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Tag Archives: living trust

How to find an estate planning attorney

Finding an estate planning lawyer is an important step to make sure your family is guided in the right direction and is prepared after your death.

A Powerful Document: The Power of Attorney

A power of attorney is a legal document in which a person (the principal) designates and authorizes another person (the agent or attorney-in-fact) to transact business or make certain decisions on his or her behalf.
When a power of attorney is in effect, the agent essentially steps into the shoes of the principal and makes decisions [...]

Good News for Estate Planning

Declining interest rates may not be good for potential buyers of bank Certificates of Deposit, but they are good news for various estate planning strategies.
I will address a few areas and techniques where low interest rates can have a very positive impact on the estate planning process:

Qualified Personal Residence Trust (QPRT) - A QPRT is [...]