Seminars & Articles
ESSENTIAL ESTATE PLANNING DOCUMENTS
May 20, 2013
Although a determination of which estate planning documents are appropriate for any individual depends upon that individual’s circumstances, there are certain documents which are essential to any estate plan. At this seminar, Ms. Rocco will discuss those documents, including financial Powers Of Attorney, Advance (medical) Directives, Last Will and Testaments, and if appropriate, revocable living trusts.
Please note that this seminar is not open to the public. If your organization would like Ms. Rocco to present a seminar on the estate planning process and documents, probate administration, or elder law, please contact her office at 410-997-4228.
Valerie Rocco has written for a number of publications during her career. The following are some of her articles which have been published since January 2010, in Generations newspaper and OutLook By The Bay magazine. The following articles have been chosen to be included in this website because of the topics presented, which address questions that are frequently posed. Please be mindful that the laws may have changed since the articles were written. Accordingly, before taking any action on the information presented, you should consult with an attorney to be assured that the information is still the law and applicable to your circumstances. Also, please be mindful that the following articles present general information regarding estate and disability planning, probate, and other topics, and are not intended to create an attorney-client relationship or constitute legal advice to readers. Visitors with legal concerns should consult with an attorney for advice regarding their specific circumstances.
Entries by Title
- Probate Administration Simplified
- Revocable Trusts - Who to choose as Trustee?
- Revocable Trusts - Advantages and Disadvantages
- Do I need to file my Will with the Register Of Wills?
- What To Do If You Have Lost Your Original Will.
- When is probate necessary?
- Power Of Attorney - What’s Required
- At what age should assets from a Trust be distributed to minors?
- Should I put my daughter’s name on my checking account?
- Why do I need a Will? I am unmarried and most of my assets name my child and my niece as beneficiaries?
- How title to a house can be held
- Remember To Include Your Pet In Your Estate Plan
- Gifting; Another Tax Return?
- Lessons Learned From Probate Administration
- Making The Transition To A Retirement Home
- What Documents Are Needed In Your Estate Plan
- Grandparents Visitation Rights
- Can My Will Pass Title To My House?
- The Importance Of Naming A Guardian Of Minor Children In A Will
- The Responsibilities Of A Personal Representative and Power Of Attorney Agent
- Should I Put My Child's Name On My Bank Account?