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Resources

Avoiding Issues Gone Wrong in Estate Planning, Part Two

March 25, 2019
Claudia Englisby
Estate Planning
A blog series from the planning team at Disability Planning Partners, Inc. Sally hired a lawyer to draft her Will giving her assets to her daughters, Sue and Sheila, but her largest assets passes to Sally’s brother when she...
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Avoiding Issues Gone Wrong in Estate Planning, Part One

March 11, 2019
Claudia Englisby
Estate Planning
A blog series from the planning team at Disability Planning Partners, Inc. “Oh no, why can’t I use the Power of Attorney to get the Will out of the safety deposit box?” A Power of Attorney document is an incapacity...
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