Frequently Asked Questions - Estate Planning

What is an executor?

What is a personal representative?

Who will take care of our estate if both my spouse and I pass away?

Who will manage and protect my children's inheritance after I pass away?

Who will take care of my children after I die?

Who will talk to my doctors and help me understand my health care options if I am incapacitated?

Who will help taking care of my day-to-day financial affairs?

What kind of planning should I do if I own my own business?

What kind of planning should I do if I've been married before?

What do I do if my affairs are complicated?

What are the basic documents that I need?

What are the dangers involved with avoiding probate?

What should I be doing if I am someone's financial power of attorney?

Five Things to Know About a Revocable Trust

Five Things to Know About a Will

Five Things to Know About Decisions at the Bank

Five Things to Know about being the Agent Under a Financial Power of Attorney

Funding Your Revocable Trust

Convenience Gone Awry

Discussing Your Estate Planning With Others

Five Things to Know About Life Insurance

What should I expect at my Estate Planning appointment with Doug?

Best Laid Plans (PDF Link)

Social Security and The Financial Power of a Attorney (PDF Link)

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