To Heir Is Human... (Issue 5 - Fall 2025)

In the latest newsletter,

• Powers of attorney (PoAs):  What are the differences between lawyer-form PoAs, bank-form PoAs, and health care (medical) directives?
• At last, a workbook: A .pdf version of the worksheets and templates in the book’s appendices, updated with new fields, is now available for $9.95 Canadian  or, for $12.95, get both the workbook and Word and Excel versions of select forms by emailing [email protected].
• Executor insurance:  The risks of acting as an executor are material and can be mitigated by insurance, even if you don’t expect problems.
• Going to war:  You and your siblings are beneficiaries of your parent’s estate but can’t agree. What are your options and how do they differ?
• Any hope on the horizon?  People often can’t be sure if a PoA is valid or not, and if the person presenting themselves as a PoA is really authorized to make decisions. Are there better options?