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Durable Power of Attorney: The Document You Need Right Now

The Durable Power Of Attorney is the most important document that we, as attorneys, draft for our clients.    If you reach the age of 70, you have an 80-85% chance of becoming incapacitated before you die (yes, for women, it is 85%, sorry gents!). This means you need a trusted person as your Agent under your Durable Power Of Attorney to take care of financial decision-making if/when you cannot. If you do not have a Durable Power Of Attorney, and bills need to be paid, or managed (let’s say you get the...

Posted by on Oct 12, 2020

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Estate Planning, Uncategorized

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Asset Management: Avoid Adding People Onto Your Accounts As A Joint Account Holder

How To Title Your Assets So They Are Distributed The Way You Intend   Unfortunately this happens on a regular basis. And it may cause some unexpected problems with maintaining control of your assets. Here is a scenario: You are having health care issues or lost a spouse and need some help. Your banker, trying to be helpful, suggests adding your daughter to your accounts. These accounts may hold the majority of your assets. You may not realize making her a joint account holder gives her unlimited access to...

Posted by on Sep 28, 2020

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Estate Planning, Uncategorized

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What To Do And Not To Do With Your Estate Planning Documents

Shannon Miller, founder of The Miller Elder Law Firm, is a Florida Bar Board Certified Elder Law Attorney talks about what to do with your estate planning documents. A common question I get in my practice is “I have an estate plan in place, my affairs are in order, now what do I do with it?” First of all, congratulations! 50% of Americans do not have an estate plan. You are on the right track for planning many events you will experience as an older adult. The better the planning, the easier the decision...

Posted by on Jul 29, 2020

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Elder Law, Estate Planning, Shannon Miller

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Power of Attorney: Who Not To Choose

Carefully Select Your Power Of Attorney Agent by Shannon Miller, Esq. Though many of us fight aging, we know it’s inevitable. We all wish to move through the process of aging with a sense of security that our wishes will be carried out properly.  We fear the consequences of aging like loss of mental clarity, chronic health conditions and the inability to live life independently.   These situations can leave us unable to handle the business of life: paying bills, managing investments, and making key financial...

Posted by on Sep 25, 2016

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Estate Planning, Shannon Miller

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Power of Attorney: Serve Responsibly

Help for Agents Under a Durable Power of Attorney in Florida Like many people, you may never have been an agent under a durable power of attorney before. Managing Someone Else’s Money: Help for agents under a durable power of attorney in Florida is a guide published by the Consumer Financial Protection Bureau to help you understand what you can and cannot do in your role as an agent. In that role, you are a fiduciary. For this guide, a fiduciary is anyone named to manage money or property for someone else. You’ll find...

Posted by on Jul 5, 2016

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Uncategorized

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