Posts Categorized: Wills and Estates

Clients frequently ask me who they should name as Executor, Trustee or Guardian when they create their Last Will and Testament.  First, let me explain the difference between the three roles. The Executor is the person who probates your Will, goes into your house and through all of your personal belongings, safeguards your assets, gathers… Read more »

A durable power of attorney is a legal document that you should set up long before you ever need it. In it you empower an individual to act on your behalf during your lifetime. The trusted individual is known as your agent. The powers given to your agent become void upon your death. Whatever powers… Read more »