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Do I Have to Have the Same Person?

Many estates have the same person listed as personal representative, guardian for any minor children, agent for the durable power of attorney, and successor trustee for the trust. If that one person is capable of handling the various roles, there can be an advantage to having them

Changing Trustees

When you created your trust, you did a lot of thinking and figuring and finally named someone to be your successor trustee in case anything happens to you.  But, as your life moves along, the choices you made when you created your trust may have to be

Naming Guardians

A guardian is the person designated by court appointment and given the responsibility of managing the personal affairs of a minor child or a person that is legally incompetent. Naming a guardian for minor children if something were to happen to you is one of the most

Probate: Advantages and Disadvantages

Probate is our society’s way of moving property from a deceased person to living people. The word “probate” means “prove.” The probate process is a legal procedure we go through to prove who has the right to sign for someone who has passed away and who will

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We wish everyone in America had the means to obtain the knowledge that Attorney Lee Phillips is attempting to impart in the Accumulation and Preservation of Wealth course. We are thankful that there is a legal system that is designed to protect people’s assets, no matter how little or how much.
~ Ed, Dallas Texas