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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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30 Nov Plan While You Can: Now is the Time to Make Critical Life Decisions

Posted at 19:12h in Blog, Conservatorship

Clients frequently come in to our offices seeking to get a Power of Attorney and Advanced Healthcare Directive for a parent who is suffering some degree of dementia. In many cases, one parent has died, and the remaining parent is no longer able to manage his/her financial matters or make...

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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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07 Feb Eldercare And Estate Disputes – Don’t Let Them Ruin Your Family

Posted at 07:56h in Blog, Wills And Revocable Living Trusts

By Keith Maderer While every parent wishes their family would remain civil and friendly after they pass, it is one of the most common problems after a death. Here are some ways to avoid the problems or settle them if they should arise. Use these four methods to help keep...

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19 Oct You’ve Popped the Question, How Do You Spring the Prenuptial Agreement?

Posted at 02:40h in Blog, Prenuptial Agreements

Asking your fiance for a Prenuptial Agreement doesn’t have to spoil the romance and joy of your engagement. A Prenuptial Agreement is an excellent way to protect yourself and loved ones in the event of divorce or death. The key to a Prenuptial Agreement is to begin a dialog well...

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13 Jul Advance Healthcare Directive: Someone to Make Decisions if You Become Incapacitated

Posted at 03:00h in Advance Healthcare Directive, Blog

Author: Saul Kobrick We don’t like to think about what would happen to us if we were injured or became ill and could no longer make medical decisions for ourselves. But it happens to people of all ages, every single day. Without direction, families left to figure it out on...

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15 Jun Joint Ownership of Real Estate: Important Implications for Your Heirs

Posted at 03:50h in Blog, Wills And Revocable Living Trusts

Understanding joint ownership is important when it comes to protecting your assets as well as your loved ones. When you die, the way ownership of your real estate is set up will dictate whether your estate passes directly to your designated heirs or into Probate. There are several different ways...

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18 May 7 Reasons Why You Need an Estate Plan

Posted at 03:09h in Blog, Wills And Revocable Living Trusts

7 Reasons Why You Need an Estate Plan, Daniela Lungu, Attorney at Law Will Alone Does Not Avoid Probate. When a client prepares a Will, they assume that this document will allow them to pass all their property and cash assets to their beneficiaries without consequence. That is entirely incorrect. In...

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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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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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