Tag: incapacity

It’s Not Just About Death and Taxes: The Essential Legal Documents You Need for Incapacity Planning

Two weeks ago Jane (not her real name) called my office trying to find out if I had prepared an estate plan for her dad. She had found among his belongings my contact information but no documents. She was desperate and hopeful. After asking…

Will v. Trust. Who wins?

So what does a Trust do that a Will does not? Below are some of the main differences:  Planning for incapacity – Wills have nothing to do with incapacity.  Will based plans must rely on a durable power of attorney or a guardianship proceeding…