Start 2023 Prepared: Reassess What Matters Most
If we have learned anything these past few years, it’s that even the best laid plans may not hold up to whatever life has in store for us. For many, it’s shown us who and what are truly [...]
You Can Just Say No: Declining to Act as an Agent Under a Power of Attorney
Acting as an agent under a power of attorney is a big responsibility and it isn’t something everyone can take on. It is possible to resign or refuse the position. There are two main types of [...]
Be Aware of the Dangers of Joint Accounts
Many people believe that joint accounts are a good way to avoid probate and transfer money to loved ones. But while joint accounts can be useful in certain circumstances, they can have dire [...]
Why a Power of Attorney May Not Be Enough
A durable power of attorney is a document that allows you to appoint someone you trust to step in for you to handle financial and legal matters if you become incapacitated. We all are at risk of [...]
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Why You May Need a Trust in Addition to a Power of Attorney
While everyone should have a durable power of attorney that appoints someone to act for them if they become incapacitated, in some circumstances it is not enough. In these cases, a revocable [...]
Why Everyone Should Have an Estate Plan
Do you have a will? A durable power of attorney? A health care proxy? If so, no reason to read on. If not, why not? Failure to create an estate plan risks causing discord in your family for [...]
Baton Rouge Estate Lawyer: What Should I Do If the Bank Says My Power of Attorney is ‘Too Old’?
While a power of attorney (POA) does not technically expire unless it’s revoked by the person who created it, you may run into a situation where a bank or a brokerage firm refuses to accept the [...]
Baton Rouge Estate Planning Lawyer: Which Type of Power of Attorney is Best for Your Needs?
Most people have a basic understanding of what a Power of Attorney does. However, not all Power of Attorney documents are the same, and the rights you are afforded depend on how the document is [...]
Baton Rouge Will Lawyers Answer: “My Mom Died… Can I Sell Her House as Her Power of Attorney?”
Question: My mom recently died, and I’m her Power of Attorney. Am I able to contact a realtor to start the process of selling her house? I don’t want the bills to start piling up. Answer: [...]
I’m a Snowbird Who Lives Part-Time in Another State. Will My Power of Attorney and Healthcare Directive Still Work During Quarantine?
Shelter-in-place and quarantine orders are the rule of the day with the coronavirus outbreak. Many of these executive orders came while snowbirds and retirees were staying in their second homes, [...]
