DO MY ELDERLY PARENTS NEED A GUARDIANSHIP? Like many of my clients, I find myself “sandwiched” between raising my children and caring for my aging parents. So what do we do when our parents have reached the point where they cannot manage their personal and financial affairs? In this post, I would like to discuss…
ATTORNEY BLOG
COVID-19 UPDATE
As the community reopens, I want to let you know that I am here to serve you. There are several ways that we can meet: • By phone • By Zoom • Contact-free drive-up signings • In-person office appointments If you choose to meet in person, you will be the only client scheduled at that…
IS PROBATE SOMETHING TO BE AVOIDED OR EMBRACED?
I have heard the arguments against and in favor of the probate process. First, let me state that the probate process provides the legal mechanism by which assets titled in the name of decedent are transferred to appropriate beneficiary. The probate process in subject to rules that may delay the final distribution of the assets…
WHAT DOCUMENTS SHOULD I HAVE IN PLACE IN THE EVENT OF MY INCAPACITY?
While most people plan for their passing, many people don’t plan for the possibility of their incapacity, whether temporary or permanent. If you should ever become unable to take care of your own affairs due to aging, illness or accident, you should have a plan in place which you will hopefully never need. The following documents,…
WHAT ESTATE PLANNING DOCUMENTS SHOULD I HAVE IN PLACE?
I advise my clients to have a Last Will and Testament, Durable Power of Attorney, Health Care Proxy and Living Will. However, depending on the client’s needs and goals, some of the documents may be unnecessary or additional documents, such as a revocable or irrevocable trust agreement may be suggested. As part of the service…