Even the basics can get complicated
If you’ve been in my office, you’ve heard me say that the basic elements of a typical estate plan are: a trust to prevent probate and hold property for beneficiaries until they reach a certain age; a back-up will; a power of attorney for finances; and an advance health care directive. Simple—until it’s not. Alejandro and Alicia are old clients of mine and they were in the process of buying a house for one of their daughters and her family when their son and his wife—living outside the country—were about to have a first baby. Alejandro and Alicia were concerned that the house buying deal...
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