Testamentary capacity Tag

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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...

In a New York Times story, former Justice Sandra Day O’Connor’s husband, suffering from Alzheimer’s disease, has a romance with another woman, and the former Justice is thrilled. She visits with the new couple while they hold hands on the porch swing. It’s a relief to see her husband of...

Who remembers the Peace Corps? It was a government program, a way for mostly young volunteers to help others while expanding their own world views that goes back to the Kennedy administration. Volunteers served two years in foreign countries. But no one was assigned to Paris or London; rather, they...

We talk a lot about Living Trusts as an important part of estate planning. What we don’t talk about is a Trust and your taxes. But if you’re creating a Trust, thinking about transferring property, or naming a Successor Trustee, taxes are an important consideration. This is about your, your...

While Marilyn Friedman had always dreamed that one day she and her mother would have a closer relationship, it was not to be. Her mother had dementia. She forgot the word for “dog.” She got lost on the way home from the grocery store. She experienced hallucinations of flashing lights...