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Hooper Law Office,LLC Estate Planning Blog

Monday, June 2, 2014

Actions to Avoid (Without first consulting a financial advisor and estate planning attorney)

  • Don't withdraw funds or change any bank or brokerage accounts
  • Don't make any distributions (including distributions of jewelry, china, silver, furniture, etc.) to any beneficiaries of the Trust or Will
  • Don't try to use any Power of Attorney (POA).  Powers of Attorney become null and void at the instant of the Principal's death.  Any actions of the agent acting under such expired Power of Attorney are therefore void.
  • Don't cash or deposit checks.  Sometimes checks are made out incorrectly, or planning options are lost.  Cashing or depositing checks in these circumstances can ruin a chance to set things right

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