What Is HEMS and What Does it Mean for Trustees?

February 25, 2022
Bill O’Leary, Esq.
Estate Planning

What Is HEMS and What Does it Mean for Trustees? By: Law Office of Gem McDowell, P.A April 1, 2020 What Is HEMS and What Does it Mean for Trustees? HEMS is an acronym that stands for Health, Education, Maintenance, and…

February 1, 2022
Bill O’Leary, Esq.
Estate Planning

Successor Trustee: Duties, Powers and More Hunter Kuffel, CEPF® OCT 28, 2021 Setting up a trust can be great way to control how your assets are distributed to your heirs after you pass away. Trusts are in many ways more flexible than…

February 23, 2021
Bill O’Leary, Esq.
Estate Planning

If the durable power of attorney can't be transferred, what needs to be done to establish a new durable power of attorney for my aunt despite her mental incapacity?

Successor Agents

What Is HEMS and What Does it Mean for Trustees?

Successor Trustee: Duties, Powers and More

Can You Amend a Power of Attorney?