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What happens when our clients become incapacitated? We worry a lot about the right message for family members — and our clients themselves. We’ve adopted some basic rules and approaches.
What’s the problem?
When we prepare estate planning documents for a client, they will typically have named agents in their powers of attorney. They may

Often estate planning clients come in with specific goals for their estate plan. They may want to disinherit someone, or leave their estate to charity. They may want a specific types of estate plan after reading about it online. Their goal may even be just to get an estate plan, any estate plan, done before

Sometimes, clients come to us seeking guardianship for an incapacitated adult in their life. They may have an elderly parent with dementia. Or, they may have a disabled child who is now becoming an adult. Either way, clients often have questions about what powers a guardianship actually gives them. They also have questions about what

Estate taxes are assessed on the value of your assets including your retirement benefits, real estate, and life insurance. At the time of this newsletter, the federal estate tax exemption is currently $13.61 million per person for deaths in 2024. In 2026, the that exclusion amount will revert to the 2017 level. That would be

Voting rights are in the forefront of minds and media attention in this election year. But not much is written or discussed about the ability of someone under guardianship to exercise their right to vote. This week an Arizona appellate decision created a slight opening to discuss the topic further.
Angie Weber’s story
Angie Weber

There are a lot of duties and responsibilities that come with being the trustee of a loved ones irrevocable trust. One of those duties is to keep good records. Another duty is to keep qualified beneficiaries reasonably informed about the administration of the trust. This means the trustee should respond promptly to any reasonable request

When you give a gift to someone in trust, you get to decide who benefits from that gift after the initial beneficiary’s death, if there are still assets in the trust, but you do not have to. Another option is creating a power of appointment.
What is a Power of Appointment?
You can choose to

If you’ve had your powers of attorney drafted recently, you might see the word “durable” in the title or text of the document. If you do, that’s probably a good thing. Let’s talk about what it means and why you want it in your documents.
What does “durable” mean in a power of attorney?
Durable