Avoiding Issues Gone Wrong in Estate Planning, Part Two

by Attorney Claudia W. Englisby | Mar 25, 2019 | Estate Planning, FAQ, News

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 dies. What?! Sally’s Will gives everything...

Avoiding Issues Gone Wrong in Estate Planning, Part One

by Attorney Claudia W. Englisby | Mar 11, 2019 | Estate Planning, FAQ, News

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 planning document which gives “your person” (legally...