Taking Over Mom or Dad's Finances
One of the more challenging situations when an elderly parent is declining is having to take over their finances. Sometimes it may...
Reasons to Make a Last Will and Testament
Individuals work a lifetime accumulating assets, personal property and mementos. It only takes a small investment of time to make sure...
Durable Powers of Attorney - What You Need to Know
A durable power of attorney - where an agent is appointed to handle the financial affairs for a principal - has been used for decades....
The Elder Care Journey: How to Protect Your Assets Each Step of the Way
STAGE 1: THE HEALTHY SENIOR At this stage you are likely using Medicare or private health insurance to pay for the treatment of any...
Dear Trustee: “This is what I prefer…”
Although often misunderstood, trusts are commonly used to plan an estate. With the estate tax exemption nearly $12 million, the primary...
Reasons to Make a Last Will and Testament
Individuals work a lifetime accumulating assets, personal property and mementos. It only takes a small investment of time to make sure...
Top 10 Estate Planning Mistakes and How to Avoid Them
Estate planning can often seem overwhelming. Fortunately, as a certified elder law attorney, I can help with all your estate planning needs.
