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February 7, 2017

Financial Directive powers and how it differs from Power of Attorny. Financial Directive powers in real property, personal property, banking poweres, tax returns, family maintenance and social security issues like Medicare and Medicaid.   What if I already have a power of attorney? How will the financial directive help me still? A boilerplate power of attorney is intended to give your agent general powers. A Financial Directive has...

February 7, 2017

Defines what is a Financial Directive and its need in advanced estate tax planning. Compare the Financial Directive with general Power of Attorney. What provisions you do not want to assign to your agent.     Watch the video on Financial Directive: Advanced Estate Tax Planning, Power of Attorney Issues   Like this video? Subscribe to our channel.   I recently wrote about the absolute need for a...

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