Our EstatePlanner Documents Organizer

Our EstatePlanner Documents Organizer
The EstatePlanner is a comprehensive estate planning and documents organizer system.This useful financial tool is the easy and efficient solution to enable your heirs to quickly locate all your important legal documents and information, and to settle your estate quickly and inexpensively. It consists of 150 pages of tabbed forms, planning checklists, and estate planning information, all housed in a deluxe 3-ring binder. It comes with an instructional CD recorded by Mr. Loveridge to help you use it effectively. $79.95 + s/h. For more information, see our posting for November 28, 2008, below. To order, call us at (801) 262-8889, or email us at emarel@comcast.net. Free Bonus when you order The EstatePlanner: Mr. Loveridge's 172-page estate planning course, "How To Avoid Probate, Death Taxes, and Family Civil War!"

Monday, May 23, 2011

Take care with your financial powers of attorney! In 2009, MetLife estimated that $2.6 billion was lost by elders because of fraud committed by those holding their powers of attorney. Assets held in your living trust cannot be controlled by a financial (durable) power of attorney. Only assets held in your sole name can are subject to your power. The best use of a power of attorney is to enable your agent to transfer assets to your living trust if you become disabled, not as an instrument to govern all your financial matters. Once conveyed to your trust, assets can be managed by your successor trustee, without court supervision, if you become disabled.