Navigating Capacity, DIY Estate Planning, and Property Tax Reassessments

Summary:

Attorney Mark Abell discusses the legal traps of DIY estate planning, power of attorney execution, and capacity issues. He highlights how improper estate documents can lead to costly court conservatorships or probate litigation. For real estate agents, Abell explains how to navigate property tax reassessments, avoid tax burden traps for heirs, and ensure property title is correctly funded into living trusts. Agents gain key insights on recognizing capacity warning signs, guiding clients through legal handoffs, and preserving long-term property wealth.