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Do I need a power of attorney if I have a trust?

Do I need a power of attorney if I have a trust?

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A comprehensive estate plan includes not only documents designating your wishes at death, but also documents appointing people to manage your affairs while you’re alive (but incapacitated). So why do many estate plans will include both a durable financial power of attorney and a trust? Both documents allow for someone to manage and control your …

Don’t Leave a Mess: How to Avoid Disputes When You Aren’t There to Settle Them

Don’t Leave a Mess: How to Avoid Disputes When You Aren’t There to Settle Them

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Whether you die a prince or a pauper, disputes can arise among those left behind.  Conflicts between your children from a prior marriage and your current spouse; arguments among your kids; disputes between your executor and your beneficiaries – all of these can happen and often do.

In the event you die with no estate plan, …

Matthew & Jaime Simon, Bellefontaine, Ohio

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Greg and his entire team took the time to educate us, offer guidance, and structure a comprehensive plan.

Leroy & Elaine Bockbrader, Fostoria, Ohio

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Because AlerStallings only does estate planning, they are up-to-speed on all aspects and made it very easy.

Revocable Trusts vs. Irrevocable Trusts

Revocable Trusts vs. Irrevocable Trusts

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Revocable Trusts vs. Irrevocable Trusts

Many people know a Will says where your stuff goes. But far fewer understand how a trust works. Some even have a trust of some sort but don’t really know how it works. But what kind of trust is right for you? That depends largely on your goals. First, all trusts …

Two Secrets of Living Trusts That You Need to Know

Two Secrets of Living Trusts That You Need to Know

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There are a couple mistakes that many people make when it comes to a living will. Find out how you can avoid them here.

How can you make sure your assets are protected from long-term care costs?

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How does the Medicaid spend-down work?

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Hal Ackley, West Liberty, Ohio

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There was none of the arrogance you get with a lot of law firms. It was just a great experience.

 

Beverly Fogt, Lakeview, Ohio

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AlerStallings was recommended by my CPA Fred Stevenson. I liked the friendly personal service.

 

Don Brown, Piqua, OH

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With AlerStallings you’re getting top-notch attorneys that are there for your family’s best interest, not theirs.

 

Ted & Sondra Robinson, Mount Vernon, Ohio 

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We were very impressed with the AlerStallings planning and meeting process. Jeff was genuine and provided good information.

 

Living Trust

What is a Revocable Living Trust?

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Attorney Greg Aler provides a comprehensive explanation of what a Revocable Living Trust is and what it does.