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  1. MyAdvocate

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  2. What is a Trust Protector? – MyAdvocate

    May 21, 2023 · Updated Generally, a trust protector is someone who is responsible for overseeing your trustee. Because trust protectors are not authorized in some states and because you …

  3. Estate Planning For Those Who Have No Time – MyAdvocate

    You’ve worked hard to build wealth and leave an inheritance behind to your loved ones. But if you haven’t created an estate plan, you’re leaving yourself, your family, and your legacy …

  4. Potential Mismanagement of Funds from Heirs – MyAdvocate

    Official Guide To The Rules On Gifting How To Protect Your Home And Life Savings From Nursing Home Expenses Transferring Investment Accounts To Your Trust Drug ...

  5. Instructions for when I am Incapitated - MyAdvocate

    Allowing Minors to be Under the Care of Other Closing a Real Estate Transaction DMV Representation Parents crossing a border with minors (Just one parent) Agent for Financial …

  6. Estate Planning Considerations For Blended Families

    Aside from the day-to-day challenges that families face, blended families and stepfamilies face additional obstacles regarding estate planning. For example, one of the concerns often not …

  7. Navigating sending your child to college – MyAdvocate

    Your child is an adult now and might be living away from home for the first time. It is important for your child to sign powers of attorney and HIPAA authorization documents in case something …

  8. Official Guide To The Rules On Gifting – MyAdvocate

    It feels good to give, but getting taxed on your generosity — not so much. Though a gift tax exists on the federal level, most people don’t need to worry about it. The gift tax rate can run as high...

  9. Revocation of Trust – MyAdvocate

    Feb 22, 2022 · Use this form if you have created a trust using the MyAdvocate website and you want to revoke the trust. If you have set up the trust but you have not transferred any assets to …

  10. Power of Attorney (Durable and Health) – MyAdvocate

    Power of Attorney (Durable and Health)Resignation or Refusal of Appointment as Agent/Proxy