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23 Aug Case Study: Creating a Power of Attorney Before You Need It

Posted at 08:29h

Sam and Melissa had always relied on their mother’s strength, energy and selflessness. Happily, she enjoyed good health and her many interests for most of her life. Their mother grew up during the depression, and the siblings has always believed that experience made her and her generation more resilient. Their...

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23 Aug Case Study: Creating a Power of Attorney Before You Need It

Posted at 08:23h in Blog, Wills And Revocable Living Trusts

Sam and Melissa had always relied on their mother’s strength, energy and selflessness. Happily, she enjoyed good health and her many interests for most of her life. Their mother grew up during the depression, and the siblings has always believed that experience made her and her generation more resilient. Their...

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15 Feb Power of Attorney

Posted at 06:36h

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04 Aug What is a Durable Power of Attorney?

Posted at 16:17h in Blog

Whether dealing with a family member’s estate, possible future health issues or managing someone else’s financial affairs, you may have heard the term “durable power of attorney.”  What is a Durable Power of Attorney for financial and property matters (DPOA)? A durable power of attorney is a legal document that...

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08 Feb Power of Attorney: There’s Always Room for Family Conflict

Posted at 11:10h in Blog, Wills And Revocable Living Trusts

Anyone who grew up in a dysfunctional family understands the potential for discord when it comes to the family estate and an inheritance. But even in the closest of families, if there’s money involved, there’s room for conflict. Power of Attorney: Choose the person you can trust In Alana’s case,...

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19 Mar Power of Attorney to Curtail Dad’s Spending

Posted at 06:53h

We’ve all read disturbing stories about elder abuse, and it may be these stories that contribute to a reluctance by many seniors to create a Power of Attorney. The Agent you name as your Power of Attorney will be responsible for determining where and how you live out your life....

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04 Feb Talking with your Aging Parents Before They Are in Crisis

Posted at 08:12h in Blog, Wills And Revocable Living Trusts

Discussing end-of-life issues can be one of the hardest conversations a family has, but also one of the most important. As people age, they and their families face numerous decisions about healthcare, assisted living, the prolongation of life and even funeral arrangements. While it may be tempting to avoid these...

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31 Jan Reverse Mortgage: Solution or Scam?

Posted at 09:59h in Blog, Wills And Revocable Living Trusts

When Jeannie was having trouble making ends meet after her husband died, she asked my friend Jim what he thought about reverse mortgages. Jim spent 40 years in the financial services industry, and these guys tend to be wary of things like life insurance and reverse mortgages. As predicted, Jim...

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23 Jan Wearables Have Stepped up to Monitor Your Health

Posted at 13:01h in Blog, Wills And Revocable Living Trusts

A Guideway Trust client, Shirley, decided that the new year was time for making long overdue changes to her life. She made an appointment to create a Living Trust, which includes a Power of Attorney and an Advance Healthcare Directive, that she’d been putting off for years. She started doing...

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11 Jan The Crisis of Caregiving: A Legal Checklist

Posted at 10:05h in Blog, Wills And Revocable Living Trusts

If you’re paying attention, you’re aware that the subject of caregiving is coming up a lot more frequently in the news and in conversations with friends and colleagues. The AARP is devoting one of its monthly newsletter to a variety of topics related to caring for America’s aging family members....

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03 Jan How Will We Be Eating in 2022? Think Healthy

Posted at 11:48h in Blog, Wills And Revocable Living Trusts

You may or may not make formal New Year’s resolutions, but many of us make little promises to ourselves–to spend more time with our families, to exercise more and eat a healthier diet. To tackle that old to-do list. Creating a Living Trust tops many to-do lists. After nearly two...

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25 Dec The Holidays. The Perfect Time to Talk about a Living Trust!

Posted at 12:47h in Blog, Wills And Revocable Living Trusts

My family tried for years to get my folks to create a Living Trust. While my mom was an easy sell, it was my stepfather, Charlie, who was the holdout. A retired Navy pilot, we figured it was some kind of macho-military thing. He wouldn’t listen to my mom, his...

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