Estate Planning
| Healthcare Power of Attorney Formalities |
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| There are a few technical requirements with which you must comply before a healthcare power of attorney will be considered legally valid and binding. More... |
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| Revocable Living Trust |
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| In many jurisdictions, trusts cannot be revoked unless the trustor expressly retains the right to revoke. Revocable living trusts allow a trustor to manage his assets, to plan for his incapacity, and to avoid probate. More... |
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| Will Formalities |
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| The body of a will is where is where the testator directs the disposition of his or her estate. This article discusses the clauses before the body of the will and the clauses and signature lines after the body of the will, that are necessary to comply with the customs and requirements--the formalities--for the making of a will. More... |
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| Kinds of Powers of Attorney for Finances |
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| There are two kinds of durable powers of attorney for finances: those that take effect immediately and those that take effect only upon your incapacitation where one or two doctors declare that you can no longer manage your financial affairs. More... |
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| Transfer on Death Registration of Securities |
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| TOD or transfer on death registration of securities allows an investor to arrange for transfer of securities upon the investor's death without the necessity of having the securities go through probate. The executor or administrator of an estate does not have to take any action regarding specific securities that have TOD registration or even entire accounts that have been set up with TOD instructions. More... |
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