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Time to update aging estate documents
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Q: In 2008, my wife and I signed wills, statutory durable powers of attorney, medical powers of attorney, HIPAA releases and directives to physicians. Since then, there has not been any material change in our family and financial situations, except that now we both have retired from our respective jobs. Should we have our wills reviewed by an attorney because the legal requirements may have changed in the meantime?
A: Most estate planners recommend that the documents you mentioned should be reviewed every five to 10 years. Importantly, both powers of attorney and the directive to physicians form have changed since 2008, so those forms should be updated.
What to do when a condo manager campaigns on behalf of board members
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Q: I live in a high-rise condo which has had most of the same board members and general manager for more than 10 years. It appears to be well-managed, although there is little communication from the general manager or the board, and only minimal financial transparency. Board members always run unopposed. This changed in the last election when someone not on the board ran and lost, and we later learned that the general manager and her assistant were campaigning against him, telling people that he wanted to “overthrow the board,” get rid of pets and implement costly changes that would raise maintenance fees. None of these assertions were true. Are employees of HOAs allowed to do this? Is there a way to have a fair election next time?
Adapting an out-of-state will to Texas standards
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Lawyer s probate delay inexcusable
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Q: In April 2020, I paid an attorney to have my husband’s will probated. After a few months and not having heard anything from this attorney, I contacted him. He stated that he would try to get me a hearing scheduled in about four or five weeks. Six weeks later I still had not heard a word from him. I contacted him again, and he said he was out of town and would get back to me. In December, I contacted him again, and he said he would have to make a few calls and then he would call me. Nothing has happened since then. What should I do now?
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