Estate Planning Brocton Skeen Estate Planning Brocton Skeen

Understanding Power of Attorney in West Virginia: A Guide for Individuals and Families

If you live in West Virginia, having a Power of Attorney (POA) can be one of the most important legal steps you take to protect yourself and your loved ones. A Power of Attorney allows you to give someone you trust the legal authority to act on your behalf if you can’t make decisions for yourself.

If you live in West Virginia, having a Power of Attorney (POA) can be one of the most important legal steps you take to protect yourself and your loved ones. A Power of Attorney allows you to give someone you trust the legal authority to act on your behalf if you can’t make decisions for yourself.

Whether you are planning for the future, helping aging parents, or facing a sudden medical emergency, knowing how a Power of Attorney works in West Virginia can save your family stress, time, and money.

What is a Power of Attorney?

A Power of Attorney is a legal document that lets you choose someone (called your “agent” or “attorney-in-fact”) to make decisions for you. These decisions might be about:

  • Managing your bank accounts

  • Paying bills and taxes

  • Buying or selling property

  • Handling medical care and treatment choices

In West Virginia, your Power of Attorney can be customized to cover only certain tasks or give broad authority over many areas of your life.

Types of Power of Attorney in West Virginia

West Virginia recognizes several types of POAs, each with a different purpose:

1. Durable Power of Attorney

A Durable Power of Attorney in West Virginia stays in effect even if you become mentally or physically unable to make decisions. This is the most common type used in estate planning.

2. Medical Power of Attorney

A West Virginia Medical Power of Attorney allows your agent to make healthcare decisions for you if you are unable to speak for yourself. This can include treatment plans, surgery approvals, and end-of-life care.

3. Limited (or Special) Power of Attorney

This type is used for a specific task and for a set amount of time, such as signing paperwork while you are traveling.

4. Springing Power of Attorney

A Springing Power of Attorney in West Virginia only becomes active when a specific event happens—most often, when a doctor certifies that you can’t make your own decisions.

Why a Power of Attorney Matters in West Virginia

Without a valid Power of Attorney, your family might have to go to court to get guardianship or conservatorship before they can help you. This process can be costly, stressful, and time-consuming.

Having a POA means:

  • You choose who will make decisions for you

  • Your wishes are more likely to be honored

  • Your family can avoid unnecessary legal battles

Requirements for a Valid Power of Attorney in West Virginia

To be legally valid in West Virginia, your Power of Attorney must:

  1. Be in writing

  2. Clearly name your chosen agent

  3. Be signed by you (the “principal”)

  4. Be notarized

If your POA involves real estate, it may also need to be recorded at the county clerk’s office.

How to Get a Power of Attorney in West Virginia

You can find generic POA forms online, but these often don’t cover specific needs or West Virginia’s unique legal requirements. It’s best to work with an attorney who can:

  • Customize the document to your situation

  • Ensure it meets all legal requirements

  • Explain your agent’s rights and responsibilities

Common Situations When a POA is Useful

  • Preparing for surgery or medical treatment

  • Helping elderly parents manage their affairs

  • Military deployment

  • Extended travel abroad

  • Managing property while living in another state

Final Thoughts

A Power of Attorney in West Virginia is a simple but powerful way to protect yourself and your loved ones. It ensures that someone you trust can step in when needed—without the delays and costs of going to court.

If you live in Morgantown, Wheeling, Fairmont, Clarksburg, or anywhere in Northern West Virginia, our attorneys can help you create a Power of Attorney that meets your needs and protects your future.

*Disclaimer: The advice provided is for informational purposes and is not intended as legal advice.  It should not be relied on, nor construed as creating an attorney-client relationship.

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Estate Planning Brocton Skeen Estate Planning Brocton Skeen

Estate Planning After Divorce in West Virginia and Pennsylvania: What You Need to Know

Divorce is one of life’s biggest transitions. While you’re focused on moving forward emotionally and financially, one critical step is often overlooked — updating your estate plan after divorce.

Divorce is one of life’s biggest transitions. While you’re focused on moving forward emotionally and financially, one critical step is often overlooked — updating your estate plan after divorce.

If you live in West Virginia or Pennsylvania, failing to revisit your will, trusts, beneficiary designations, and powers of attorney could leave your ex-spouse with control over your assets or healthcare decisions — even if that’s the last thing you intend.

In this post, we’ll explain why post-divorce estate planning matters, what needs to be updated, and how state laws — and even local county practices — can affect your wishes.

Why Estate Planning Is Critical After Divorce

After a divorce, your old estate plan is almost always out of date.

  • Beneficiary mistakes – Retirement accounts, life insurance policies, and payable-on-death accounts might still list your ex-spouse. In many cases, financial institutions must follow the form on file — not your verbal wishes.

  • Outdated wills and trusts – Both PA and WV have laws that can void provisions favoring your ex-spouse, but these laws may not cover every asset.

  • Power of attorney issues – If your ex is still named as your agent, they may legally act for you until you revoke that authority.

Updating these documents ensures that your children, chosen heirs, and trusted decision-makers are in place.

Key Post-Divorce Estate Plan Updates

  1. Update Your Will

    • Remove your ex-spouse as executor or beneficiary.

    • Add new heirs or guardians for minor children.

    • In Pennsylvania and West Virginia, divorce may automatically revoke certain provisions in favor of your ex — but not all. Don’t rely solely on state law.

  2. Review Beneficiary Designations

    • Retirement accounts (401k, IRA)

    • Life insurance policies

    • Transfer-on-death (TOD) or payable-on-death (POD) accounts
      Pro Tip: Federal law often overrides state divorce laws for certain retirement accounts — meaning your ex could still get the money if you don’t make changes.

  3. Revise Powers of Attorney

    • Financial Power of Attorney: Remove your ex as agent.

    • Healthcare Power of Attorney/Living Will: Name someone you trust to make medical decisions if you can’t.

  4. Revisit Trusts

    • If you have a revocable living trust, update trustees and beneficiaries.

    • Consider a trust to protect children’s inheritance from an ex-spouse’s control.

  5. Plan for Minor Children

    • Choose a guardian in your will.

    • Consider setting up a trust so funds for your children are managed by someone you trust, not your ex.

WV and PA Laws That Affect Your Estate Plan

  • West Virginia: Under WV law, divorce revokes any provisions in a will that favor your former spouse, but it does not change beneficiary designations on life insurance or retirement accounts.

  • Pennsylvania: Divorce generally revokes bequests to an ex in wills and certain non-probate assets — but exceptions exist for assets governed by federal law or out-of-state property.

Because state laws differ and federal law can override, working with an estate planning attorney familiar with both WV and PA law is critical.

Local Considerations in Southwestern Pennsylvania and Northern West Virginia

Estate planning is never one-size-fits-all — and in some cases, local county practices can impact timing, probate court procedures, and even how certain documents are interpreted.

If you live in Southwestern Pennsylvania — including Allegheny County, Washington County, Westmoreland County, Fayette County, Greene County, and Beaver County — or Northern West Virginia — including Monongalia County, Marion County, Harrison County, Ohio County, and Brooke County — it’s especially important to work with a lawyer who understands both state laws and local court procedures.

Whether you need to update your will after divorce in Allegheny County, change your beneficiary designations in Monongalia County, or revise a trust in Washington County, our firm can guide you so your wishes are protected and legally enforceable.

Protecting Children in Your Post-Divorce Plan

For parents, estate planning after divorce is about more than dividing assets — it’s about making sure your children are cared for in the way you want. This often means:

  • Naming a trusted guardian (who is not your ex-spouse if appropriate).

  • Creating a trust to manage inheritance until your children are mature enough to handle it responsibly.

  • Making sure your ex has no unintended control over assets meant for your children.

The Bottom Line on Estate Planning After Divorce

If you’ve gone through a divorce in West Virginia or Pennsylvania, your estate plan is likely out of date. Without making changes, you risk leaving important decisions — and your legacy — in the wrong hands.

*Disclaimer: The advice provided is for informational purposes and is not intended as legal advice.  It should not be relied on, nor construed as creating an attorney-client relationship.

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Estate Planning Crystal L. McLaughlin Estate Planning Crystal L. McLaughlin

Essential Estate Planning

An essential estate package consists of five documents: a Last Will and Testament, a Durable Power of Attorney, a Durable Healthcare Power of Attorney, a HIPAA Release form and a Final Disposition Instruction sheet.

Estate planning.  Estate.  Planning.  Many of us read the words “estate planning” and experience a whole slew of emotions.  You may think “I’m too young to need an estate plan” or “I’m not rich so I certainly don’t have an estate.”  Odds are, you’re wrong on both counts.  

If you’re lucky enough to have been spared the experience of a tragic loss yourself, you probably know someone who hasn’t been as fortunate - a friend or family member whose loved one’s life was cut short by a terrible illness or horrific accident.  Unfortunately, none of us is guaranteed tomorrow, and the best way to protect your loved ones in the event of an unexpected tragedy is to have a plan.

If you own any assets, you have an estate, the legal term for the property a person owns.  Yes, estates may include real estate and bank accounts, but they also include collectible items, jewelry, vehicles, and the like.

In Pennsylvania, an estate may pass to a person’s heirs by two paths: intestate or testate succession.  Intestate succession is how a person’s assets pass to their heirs if a person dies without a will.  Each state has its own intestacy laws, and your property will pass to your next of kin without your having any input.  If you want to be sure that your favorite person receives the family heirloom that’s been passed down for generations or your most prized possession, you need to be proactive in estate planning.

While some may shy away from estate planning because they still feel invincible or think they have another 60 years to live, others may be hesitant to start the process because it feels overwhelming.  Let me tell you, it does not have to be that way.  Even the most basic of documents can help ease the stress your family will inevitably experience.

An essential estate package consists of five documents: a Last Will and Testament, a Durable Power of Attorney, a Durable Healthcare Power of Attorney, a HIPAA Release form and a Final Disposition Instruction sheet.  

Last Will and Testament

Your Last Will and Testament is exactly what it sounds like – it’s the document that conveys what your will is – how you want your estate to be handled, how you want your property to be distributed, and exactly what your wishes are.

Powers-of-Attorney

A Power-of-Attorney, more commonly known as a POA, allows you to give someone else the power to act on your behalf.  Should you become incapacitated or unable to make decisions for yourself, a Durable Power-of-Attorney grants your Agent the authority to handle day-to-day tasks for you, such as paying your bills, buying/selling real estate, etc.  A Healthcare POA, however, allows your Agent to make important medical decisions on your behalf in the event of you become incapacitated.  The most important aspect of a Healthcare POA is that it gives you a voice when you may be unable to speak.  While most loved ones may know your end-of-life decisions, a Healthcare POA ensures that your wishes are carried out. 

HIPAA Release

Today, your privacy may be one of your most valued possessions, and it may also be one of the hardest to protect.  With the enactment of laws specifically written to protect your private medical information, you should grant your Agent access to your information.  Your Agent will most likely need this information to help carry out your directives and make the decision best aligned with your wishes.

Final Disposition Instructions

Have you made pre-funeral arrangements somewhere?  Do you want to be cremated because you’re claustrophobic and can’t stand the thought of your body lying in a casket?  Or maybe you’re terrified of fire and would rather be buried in a casket than be cremated?  Either way, do your loved ones know without a doubt what you want?  Do you want a funeral?  A viewing?  These are some really tough questions to think through.  Pause and consider this: if these are difficult for you to think about, how hard do you think these decisions will be for your loved ones to make when they are grieving your loss?  Final Disposition Instructions give your Agent all the answers, and once again, allows your Agent to carry out your wishes. 

Essential estate documents are invaluable because they take the guessing out of a terrible situation.  Having your wishes in writing prevents a loved one from having to make an impossible decision without your input and possibly second-guessing that decision down the road.  If your Agent is carrying out your wishes, the impossibly hard decisions may become easier to make, knowing it was what you wanted.  

If you do not have these five documents in place, call The Skeen Firm (724-550-6970) today to schedule an appointment.  It’s never too early to ease the inevitable burden on your loved ones and ensure that your voice is heard.  

 

  

 

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Estate Planning Brocton Skeen Estate Planning Brocton Skeen

Essential Estate Planning - The Legal House Protecting Your Family

A house and a sound estate plan have tremendous similarities that do not immediately meet the eye. Both are comprised of a firm foundation to build on, solid walls to protect all sides, and a roof to shelter when the proverbial sky is falling. But a house is a legitimate structure and an estate plan is just a bunch of legal documents with no foundation, walls, or a roof. What gives? The analogy unfolds below.

Essential Estate Planning: the legal house protecting your family

A house and a sound estate plan have tremendous similarities that do not immediately meet the eye. Both are comprised of a firm foundation to build on, solid walls to protect all sides, and a roof to shelter when the proverbial sky is falling. But a house is a legitimate structure and an estate plan is just a bunch of legal documents with no foundation, walls, or a roof.  What gives? The analogy unfolds below.

shutterstock_391877836.jpg

Foundation – The Will

Houses are built on a poured or laid foundation if they are truly built to withstand the constant surface shifts.  A foundation supports all of the structural weight of the home. Foundations prevent walls and floors from separating and shifting.  Essentially, they provide a control platform.

Similarly a Last Will and Testament functions as the foundation in an essential estate plan. How so? A Last Will and Testament gives the testator control of how their assets, both real and personal, are distributed after their death and probate process.  (More on the probate in later posts.)  Thoughtful planning with a will provides peace of mind for who retains custody of minor children, who takes the family home, how assets are divided, and other considerations.  It is the foundation of a compressive plan. Essentially a will is a control platform. 

So what happens if someone dies intestate (without a will)? Dying intestate subjects your assets to state distribution statutes.  A more thorough discussion of intestacy is planned for a subsequent post, but in short if you die intestate you lose control of everything you build during your lifetime. 

Walls – Durable Power of Attorney

With a firm foundation laid, the next step in building a house involves framing walls and expanding the home upwards. Walls protect against whatever, in most normal cases, the outside world can throw at a home. They are flexible enough to withstand high winds and other unpredictable weather. Security is a core human need.

A Durable Power of Attorney (POA) in many ways acts as the walls within your estate-plan. Having a POA in place protects and allows your interests to continue as normal should something catastrophic occur without having to go to court for the appointment of a guardian. As your Agent, the person must act and protect your best interest. Like walls on your house, a POA protects against the unpredictable nature of life and adds security.

Roof - Healthcare POA and Living Will

Atop every home is a roof.  Similar to walls, roofs protect against nature’s unpredictability. It also ties the walls together helping to hold them in place. Often out of sight and out of mind a roof provides protection from the proverbial “sky is falling” situations. 

In the simplest of terms, a Healthcare POA and Living Will serve as your last line of defense in crisis situations. Like the POA mentioned above, the Healthcare POA gives your Agent the power to make health care decisions that are in your best interest should you become incapable of doing so for yourself. The caveat with this set of documents is the Living Will portion that sets out specific instructions for how critical medical situations are handled. These combined documents are your last line of defense in any “sky is falling” situation.

Contact The Skeen Firm, at 724-550-6970 or info@theskeenfirm.com, today if you feel like your Estate Planning “house” is not in order. With free consultations and preliminary reviews of existing plans there is no better time than now to secure your family’s future. 

*Disclaimer: the advice provided is for informational purposes and is not intended as legal advice.  It should not be relied on, nor construed as creating an attorney-client relationship. 

 

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Estate Planning Brocton Skeen Estate Planning Brocton Skeen

Essential Estate Planning - the legal house protecting your family’s future

shutterstock_391877836.jpg

A house and a sound estate plan have tremendous similarities that do not immediately meet the eye. Both are comprised of a firm foundation to build on, solid walls to protect all sides, and a roof to shelter when the proverbial sky is falling.  But a house is a legitimate structure and an estate plan is just a bunch of legal documents with no foundation, walls, or a roof.  What gives?   The analogy will unfold below.

Foundation – The Will

Most houses are built on a poured or laid foundation if they are truly built to withstand the constant surface shifts.   A foundation supports all of the structural weight of the home.  Foundations prevent walls and floors from separating and shifting. Essentially, they provide a control platform.

Similarly a Last Will and Testament functions as the foundation in an essential estate plan. How so?  A Last Will and Testament gives the testator control of how their assets, both real and personal, are distributed after their death and probate process.  (More on the probate in later posts.)   Thoughtful planning with a will provides peace of mind for who retains custody of minor children, who takes the family home, how assets are divided, and other considerations.   It is the foundation of a compressive plan. Essentially a will is a control platform. 

So what happens if someone dies intestate (without a will)?  Dying intestate subjects your assets to state distribution statutes.   A more thorough discussion of intestacy is planned for a subsequent post, but in short if you die intestate you lose control of everything you build during your lifetime. 

Walls – Durable Power of Attorney

With a firm foundation laid, the next step in building a house involves framing walls and expanding the home upwards.  Walls protect against whatever, in most normal cases, the outside world can throw at a home.  They are flexible enough to withstand high winds and other unpredictable weather.   Security is a core human need.

A Durable Power of Attorney (POA) in many ways acts as the walls within your estate-plan.   Having a POA in place protects and allows your interests to continue as normal should something catastrophic occur without having to go to court for the appointment of a guardian.   As your Agent, the person must act and protect your best interest.  Like walls on your house, a POA protects against the unpredictable nature of life and adds security.

Roof - Healthcare POA and Living Will

Atop every home is a roof. Similar to walls, roofs protect against nature’s unpredictability.  It also ties the walls together helping to hold them in place.  Often out of sight and out of mind a roof provides protection from the proverbial “sky is falling” situations. 

In the simplest of terms, a Healthcare POA and Living Will serve as your last line of defense in crisis situations.  Like the POA mentioned above, the Healthcare POA gives your Agent the power to make health care decisions that are in your best interest should you become incapable of doing so for yourself.  The caveat with this set of documents is the Living Will portion that sets out specific instructions for how critical medical situations are handled.   These combined documents are your last line of defense in any “sky is falling” situation.

Do not hesitate to contact The Skeen Firm today if you feel like your Estate Planning “house” is not in order.  With free consultations and preliminary reviews of existing plans there is no better time than now to secure your family’s future. 

*Disclaimer: the advice provided is for informational purposes and is not intended as legal advice.  It should not be relied on, nor construed as creating an attorney-client relationship. 

 

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