POA

Posted on September 26, 2016

Updating Revocable Trusts in North Carolina

Getting a revocable trust established and properly funded is a significant accomplishment in structuring one’s estate plan, yet it is not an…

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Categories
Category: Trusts
Posted on November 26, 2015

Estate Planning Documents for Young Adults

Some individuals wait for major life events to start an estate plan. However, planning for life’s uncertainties is might be crucial as…

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Categories
Category: Estate Tax
Posted on November 25, 2015

7 Power of Attorney Conflicts

Powers of attorney generally help to expedite decision-making regarding financial and health matters. Individuals (principals) utilize a power of attorney to grant…

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Categories
Category: Powers of Attorney
Posted on June 10, 2014

Named in a Power of Attorney for a Foreign Account? FBAR Rules Required

Individuals may or may not know if they are listed as an agent of a power of attorney, but they are still…

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Categories
Category: Asset Protection
Posted on April 12, 2012

NC POA Case Shows it’s Better to Plan in Advance

A recent North Carolina Court of Appeals decision affirmed the Superior Court verdict that an agent under a power of attorney did…

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Categories
Category: Fraud & Financial Abuse
Posted on November 23, 2009

Bank of America Liable for Failure to Honor Power of Attorney

In a recent Florida case, Bank of America was held liable for refusing to honor a power of attorney: Copyright 2009 Stuart…

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Categories
Category: Fraud & Financial Abuse
TrustCounsel
Address: 1414 Raleigh Rd Ste 203, Chapel Hill NC 27517
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