16:17:06 From Sonya Sigler : Durable power of attorney, Healthcare power of attorney for medical decisions, living will (end of life decision), last will & testament 16:19:30 From Ann Marcus : How much variation is there in the process, costs, and the resulting documents by state? 16:20:39 From Sonya Sigler : Consider a trust if 1) special needs kids, or 2) property in multiple states, or 3) if you do want to disinherit people who would inherit without a will 16:22:26 From Nancy King : What happens if your spouse name is on things like the house and joint accounts. Still divided between everyone 16:23:36 From Sonya Sigler : CA - advanced healthcare directive 16:27:26 From Sonya Sigler : CA - Durable Power of Attorney (money - if it’s Body - use the Advanced Healthcare Directive) 16:27:56 From Yana Feldman : That's a really common mistake. 16:29:03 From Yana Feldman : Also, if someone has advanced dementia, it may be too late to sign a power of attorney or health care proxy. May require a guardianship. 16:33:15 From Sonya Sigler : PRO TIP - update your beneficiaries… IRA, 401K, insurance policies, trusts 16:36:43 From Ann Marcus : What is ad litem? 16:37:38 From Vanessa Gronbach : How do you avoid a GAL if there is a surviving parent? 16:43:00 From Ann Marcus : So...that house was probated because it wasn't in a trust? 16:43:38 From Cathy Donohue : This is helpful - is this the case in North Carolina also? 16:44:16 From Yana Feldman : A guardian ad litem is appointed by the court to represent the interests of Infants, the unborn, or incapacitated persons in legal actions. 16:45:17 From Deborah Mannia : Some CA Probate judges are infamous for kicking back documents for having the wrong margins, or typos 16:45:23 From kimberly kish : How is an executor appointed? 16:45:24 From Ginny Grant (she/her) : Do any of you know about Pennsylvania (where my mom lives)? More like NY/CA or KY? 16:46:12 From Sonya Sigler : OK - for those in other states - I have a resource list of other attorneys - https://docs.google.com/spreadsheets/d/1wN-VYyqMNZvJXzRrlaKkqwAoyjhBMWmigCNAqu8D_Fs/edit?usp=sharing 16:46:46 From Deborah Mannia : Ideas on how to avoid family disputes during last illness, i.e., disagreements about Advanced Health Directive interpretations (CA)?? 16:46:55 From Cathy Donohue : great, thanks 16:48:44 From Tina Karkera : How do you determine whether the attorney is reasonable or the right one for you? 16:49:33 From Ann Marcus : What to do if accounts won't allow beneficiaries for people outside the US...e.g. Capitol One 16:50:36 From Deborah Mannia : Is it worth it for multiple generations to go to the same attorney when generational living trust is used? EX - Surviving Spouse gets 100%, Kids split Equal after last spouse dies, similar to grandkids 16:52:17 From kimberly kish : Wondering the same, if beneficial to use same attorney. Our family owns joint property between Parents and 4 children. 16:55:09 From Ann Marcus : In what time period do you expect it to go down? 16:55:39 From Deborah Mannia : Thoughts on Biden's attempt to get rid of Step Up provision?? How will surviving spouses in high cost areas stay in their home? 16:56:16 From Ann Marcus : Does stepped up basis get grandfathered in if it was in force when the main trusted died? 16:56:49 From Tina Karkera : What’s the basis for the revocable trust again? 17:01:26 From Ann Marcus : Should the attorney you work with be in the same state where the assets are or where I am or does it matter? 17:02:00 From kimberly kish : Is Medicaid trust the same in each state or does it vary? 17:02:41 From Maggie : Can you fund a trust with property held in different states / countries? 17:03:41 From Yana Feldman : I forgot about ILITs! Life insurance trusts to keep those proceeds out of your taxable estate. 17:04:14 From kimberly kish : Deborah, you said CA doesn’t have the Estate tax? 17:11:01 From Tina Karkera : I have to drop off the call but thank you so much! 17:18:30 From Sonya Sigler : Contact Information Autumn Dmytrewycz (dim uh trev ich) autumn@autumnesq.net 859-361-1589 Lexington KY Attorney at law east coast time Yana Feldman (718)713-8080 yana@yanafeldmanlaw.com New York area. Deborah Mortiz Farr (925) 228-3433 dfarr@thalaw.com Turner, Huguet & Adams 924 Main Street Martinez, CA 94553 17:20:26 From Sonya Sigler : Selecting attorney - understand the costs, do you connect with them, do you understand what they are saying and getting answers to your questions 17:24:17 From Sonya Sigler : The contact info and recording (along with audio, transcript and chat) will be available at - https://sonyasigler.com/estate-planning-basics/ 17:27:04 From Sonya Sigler : Choosing a estate planning lawyer is like choosing any other professional - do they know their stuff, do they answer your questions 17:28:10 From Sonya Sigler : Nolo Press - has great explanations 17:29:34 From Yana Feldman : Or who is giving the CLE (continuing legal education) presentations for attorneys. 17:29:54 From Yana Feldman : Not just the attorney referral service. Because anyone can sign up for that. 17:33:12 From Sonya Sigler : Sonyasigler.com/book 17:35:45 From Deborah Mannia : Sonya - What is Screen Capture? Which program do we choose to open it? 17:36:24 From Sonya Sigler : I took a screen shot - it is a graphic - open in preview or as a photo. -should open if you double click it 17:37:06 From Ginny Grant (she/her) : Thank you all so much for this important topic 17:37:16 From kimberly kish : Thank you so much for your time. Very helpful!