Estate Planning for Living

September 2, 2022

Does a person need a Power of Attorney document if that person already has a Last Will and Testament (‘Will’)? It is a critical piece of the planning puzzle.

How Do I Store Estate Planning Documents?

July 6, 2022

A common dilemma that families face upon the incapacity or death of a loved one is locating estate planning documents. While preparing the documents are the most important step, that is irrelevant if the documents are lost when they most need to be used.

College Student Legal Documents

June 16, 2022

Incapacity can occur because of illness or an accident. It can be temporary or permanent. That’s why every adult needs a power of attorney in place, once they turn eighteen.

Too Old to Divorce?

June 1, 2022

“Gray divorce” — the unfortunately named term for divorce after age 50 — is increasing among baby boomers.

How Should You Review Your Will?

May 5, 2022

Here are some important parts of your estate plan that should be reviewed.

What Happens If You Die with No Will?

April 14, 2022

It’s hard for a family to recuperate when the patriarchs and matriarchs have gone to glory, leaving a battle for who will carry the family’s leadership role and manage the family’s transition of wealth.

Choosing a Power of Attorney?

March 2, 2022

These agents take over your affairs in specific areas, if you become physically or mentally incapacitated.

Preventing Elder Financial Abuse

January 31, 2022

Advice for adult children, so their parents in nursing homes and assisted living are safe from scammers.

Who knows “Where Your Money Is?”

December 2, 2021

Even those who have saved and invested well may not be sharing their financial information with a spouse or loved one. It’s time to do that now.

Using My Aging Parent’s Power of Attorney

July 22, 2021

We see recurring confusion about how and when to use the authority over money in a Durable Power of Attorney (DPOA) for aging parents.

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Power of Attorney