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Home / Archives for powers of appointment

Life is an Interesting Ride

October 6, 2022 by Brandon McGee

Life is an interesting ride with many surprises. Who would have expected it to turn out the way it has?  Forty years ago, as we walked to our local library, who would have thought that we could have more information available at our fingertips online than would fit in any library?  Who would have guessed that these high school dropouts would have been so successful:  Julie Andrews (actress / singer), Louis Armstrong (jazz musician), Kevin Bacon (actor), Lucille Ball (comedienne), … [Read more...] about Life is an Interesting Ride

Filed Under: GPOA, Guardianship, Incapacity planning, powers of appointment

When Disaster Strikes 

September 21, 2022 by Brandon McGee

Learn how power of attorney documents can help you be prepared. The specter of disaster haunts each of us, in the back of our minds. Some disasters are more likely to occur in some places than others. Whether it is hurricanes on the Atlantic and Gulf coasts, earthquakes on the west coast, tornadoes in the Midwest, or a more personal disaster, each of us has his or her own risks and fears. Unfortunately, you cannot prevent disaster from striking. Whether it is a devastating hurricane like … [Read more...] about When Disaster Strikes 

Filed Under: Estate Planning, GPOA, LPOA, powers of appointment

The Power in Powers of Appointment

June 14, 2022 by Brandon McGee

Estate Planning attorneys balance competing interests when creating estate plans. Uncertainty about the future concerning taxes and each beneficiary’s situation requires flexibility in an Estate Plan. Powers of appointment offer Estate Planning attorneys a way to add flexibility to a plan without complication. When creating powers of appointment, it’s important to consider not only the reason for including the power but also the way it needs to be exercised. Read on to learn more … [Read more...] about The Power in Powers of Appointment

Filed Under: Estate Planning, GPOA, Legal Education, LPOA, powers of appointment

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TESTIMONIALS

Client Review
May 25, 2021
    

Brandon McGee is knowledgeable, experienced and professional regarding Estate Planning. The entire process of multiple meetings to establish our input, draft and sign documents and fund the Trust were well organized and clearly explained. At completion, we were presented with a very well organized binder with the documents (both paper and electronic) and lists for future action.  In short, we find Brandon McGee and his staff to be competent, professional and friendly. ~ Brian C.

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