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Estate Planning › Bank Accounts › Power of Attorney

Estate Planning is a process where individuals prepare or plan for the settlement of their personal affairs in the event of incapacitation or death. Estate plans typically include provisions relating to the... more +
Estate Planning is a process where individuals prepare or plan for the settlement of their personal affairs in the event of incapacitation or death. Estate plans typically include provisions relating to the disposition of assets, guardianship of minor children, and appointment of representatives to make medical and financial decisions. Effective estate planning can decrease tax liability and facilitate the probate process.  less -
Chambliss, Bahner & Stophel, P.C.

Bank Pays Price for Refusing to Honor Request Made Under a Power of Attorney

Chambliss, Bahner & Stophel, P.C. on

A durable power of attorney (POA) allows the person creating the POA, called the "principal," to name a trusted agent who can act on his behalf in almost any situation. But because of the risk of abuse, many banks will...more

Winstead PC

Court Affirms Judgment That Power-Of-Attorney Holder Converted Funds By Withdrawing Them From A Joint Account

Winstead PC on

In Fletcher v. Whitaker, a brother withdrew $25,000 from a joint bank account while the owner of the funds (decedent) was still alive. No. 02-17-00138-CV, 2018 Tex. App. LEXIS 8329 (Tex. App.—Fort Worth October 11, 2018, no...more

Farrell Fritz, P.C.

Your “Baby” is Heading to College...any estate planning documents needed?

Farrell Fritz, P.C. on

While we may know better, an 18-year-old college student is generally considered an adult under New York law. Your rights as a parent to make decisions for your child change suddenly when he/she turns age 18. You no longer...more

Farrell Fritz, P.C.

Why Every College Student Needs Basic Estate Planning, and Other Practical Advice as Your Child Heads Off to College

Farrell Fritz, P.C. on

Despite scientific research, an 18 year old college student is generally considered an adult under New York law. Parents’ rights to make decisions for their child change suddenly when he/she turns age 18. Parents no longer...more

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