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General Information to Give Your Durable Power of Attorney Agent

Always finish the job. In this case, the job is completing your estate planning documents. You might think that you are finished once you sign the documents. You would be wrong. The final act is to talk to the agent you named about his or her duties under the documents. Today, we will focus on your Durable Power of Attorney. In this document, you designated an agent to handle your financial...

Scripting Out “The Talk” – What To Tell Your Medical Power of Attorney Agent

Why You Still Need to Talk to Your Medical Power of Attorney Agent Congratulations on signing your estate planning documents! I am so sorry to be the one to tell you, but there is still one big task left to do: you should instruct your agents on their duties. I understand that may be intimidating, so let’s do a bit of role-playing to help get you through it. A Scripted Conversation With...

Guardianship Explained: From Court Filing to Final Order

Video Summary: Guardianship Process Explained This video presentation provides an overview of the guardianship process, walking through each stage from the initial court filing to the final guardianship order. It explains how a case begins, the legal standards, and the safeguards involved when an individual’s decision-making rights are considered. The presentation outlines the roles of the court, attorneys, and court-appointed professionals, as well as the responsibilities of the appointed guardian. Schedule a...
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