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Re: living trust, will, and advance directives
- To: Richard <http://www.juno.com/~w1few>
- Subject: Re: living trust, will, and advance directives
- From: Robert <http://dummy.us.eu.org/robert>
- Date: Sun, 05 Nov 2017 18:46:06 -0800
- Cc: http://dummy.us.eu.org/noelleg, Bhavani <http://www.gmail.com/~bhavaniowl>, Bhavani <http://www.myself.com/~Bhavani>, Bhavani <http://www.juno.com/~bhavaniowl>
- Keywords: my-Oakland-voicemail-number
> From: Robert <http://dummy.us.eu.org/robert>
> Date: Sun, 05 Nov 2017 12:35:51 -0800
>
> One more question to ask: who is your power of attorney? And, how did you
> decide upon that person or entity?
Actually, I looked at the documents you had sent before. A few issues:
1) I didn't realize that Fred Forman resides in . You'll
need to get a -based lawyer/estate planner since they will
know the intricacies of law which would affect transfer of
property, etc.
2) We skimmed your documents you had sent in 2011. They suffer from the
very thing that our estate planning lawyer warned against: not
spreading the trustee responsibility among all the beneficiaries. I
urge you to keep that in mind when revising your trust.
3) I saw that Flora was designated as Durable Power of Attorney. You
should definitely discuss this with her if you're considering the same
arrangement because, if you are both incapacitated or hospitalized, she
may need to "hang out" in for weeks, possibly months.