Chicago Living Trust Attorneys | Chicago Living Trust Questions

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Hi, my name is Tom Olofsson. I’m an estate planning attorney and I serve clients in the Chicago area. Thank you for coming to my website. I have something very special that I’d like to give you but first let me tell you a little bit about my practice.

Who should be my Power of Attorney Agent?

When people say the words power of attorney they usually mean a power of attorney for property or financial power of attorney. There is also a medical power of attorney or a power of attorney for healthcare, but usually when they say power of attorney they mean a financial or property power of attorney. You should name someone who is number one going to do what you want, someone who understands what it is you want who will follow what you have told them so talk with them about what you want.

Also it should be somebody who has some financial ability and isn’t easily distracted by our complex world. If they don’t know a lot about investing they should be willing to ask for help, they should be willing to talk to a professional money manager or financial advisor to get some ideas of how they should handle your money so they don’t have to be a CPA or financial advisor themselves, they just have to be willing to take suggestions and advice from someone who really knows. If you have a son or a daughter who is a CPA they’d be perfect, but not everybody has those people in their family. I don’t so I would expect that my children or my spouse or my son or daughter whoever would be willing to talk with financial advisors and get some advice; so an open mind, willing to take advice and yet willing to follow what you want are pretty key important things.

Now what I’d like you to do is go to my website and find out how you can get a FREE review of your existing trust documents to see if they come to our standards. I can also arrange for you to get free access to 20 videos that answer your most often asked questions. They give you some guidance as to what you should be looking for. Now, if you don’t have existing trust documents or you have a particular question that’s been bothering you, you’re welcome to call my phone number which is 773-905-1193 and we’ll set up a complimentary consultation.

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