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...
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....
A year of Covid has taught many of us about the importance of being prepared. For millions of people who were sick with this virus, having an updated Advance Healthcare Directive meant that their families could make critical-care decisions on their behalf. For the long haulers—those who continue to suffer...
One of the consequences of Covid is that all too often, it doesn’t "just go away". This is not the flu. We hear about people getting Covid, then they’re back at work as if nothing happened. Those are the lucky ones. A good example is the White House staff last...
After more than 15 years, we decided it was time for a change. We did some research, and we learned that what our clients valued most was that we guided them through the legal process—whether Divorce, Mediation, Probate, Living Trust or Business Formation—we were there to guide them. Best of...
In a New York Times article, two cousins shared their fears about COVID. One had a favor to ask. If she and husband both ended up extremely ill — or worse — would her cousin be willing to drive the 300 miles to her house and get her young sons. Sadly,...
Like many Americans, I've been profoundly moved by John Lewis’ long goodbye. He represented his community in Congress for 33 years and never ceased his pursuit of equality. He believed that ordinary people with extraordinary vision “can redeem the soul of America by getting in what I call good trouble.” His...
Does anyone else wake up in the morning, take a few deep breaths and cough to test for COVID? We’re now learning that fever, cough and shortness of breath are not the only warning signs of a coronavirus infection. As doctors and virologists learn more this insidious disease, they’re also discovering...
It’s been three months since we began sheltering in place. We assumed we’d be back to our happy little routines within a few weeks. How naïve we were. We now know that our happy little routines will be disrupted for a long time to come. Along the way we’ve learned that: There’s...
We’re all uneasy as we face the biggest health challenge of our lifetimes. Despite stringent safety precautions, this remains a highly contagious disease, and we’re all feeling vulnerable. Many people are feeling the urgency to create estate planning documents. But estate planning isn’t only about what happens after a loved one’s death Estate...
During this health crisis, we’ve developed new procedures to ensure the comfort and safety of our clients. All of our team wear masks and gloves; we change these for each new client. We are taking social distancing seriously. Only one set of clients is allowed in the office at a...
During this health crisis that seems to grow in magnitude every day, parents have new concerns about life planning. In this time of uncertainty, many parents are creating Guardianships in case something should happen to them. Choosing a guardian may be one of the most difficult decisions you will make You’re identifying...
