Estate Planning Tips: How to Pick POAs, Health Surrogates and Trustees

Before you add to your estate planning documents the names of the people you want to carry out your wishes, consider these tips.

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(Image credit: Getty Images)

Death and incapacity are hard topics to discuss and even more difficult to plan for. We would like to think the good times will go on forever. However, we know that is not reality. To help with the challenging decisions of who to choose to represent us, here are some estate planning tips.

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Richard M. Ricciardi Jr., Esq.
Partner, Powell, Jackman, Stevens & Ricciardi

Richard Ricciardi is an estate planning attorney and partner at Powell, Jackman, Stevens & Ricciardi, P.A. in Fort Myers, Fla. Richard obtained his Master of Laws Degree in estate planning and elder law, which required extensive additional education tailored specifically to advanced issues in estate planning, including business succession planning and taxation issues affecting estate transfers. Richard represents clients with a variety of debt issues, personal representatives, trustees, beneficiaries in probate or trust administration and singles and couples in preparing estate planning documents.