Power of Attorney Dos and Don’ts
We see recurring confusion about what it means to be appointed with authority over money in a Durable Power of Attorney (DPOA) for aging parents.
Should You Add Someone to Your Bank Account?
I know of someone who was joint account holder with his dad for many years, then later his dad then appointed him as power of attorney. How does that work? Is the son still a joint account holder?
Do You Need an Estate Plan Check-up?
Many of our parents completed their estate plans decades ago. The documents may still be valid. However, if they are stale or outdated, you may spend significant money trying to use them down the road.
Lessen Alzheimer’s Debilitating Impact on Financial Decision Making
If a person close to you has been diagnosed with Alzheimer’s disease, it may be time to address some serious financial questions.
Do I Need an Estate Plan If I’m Single?
If you don’t have a spouse or children, you might think you don’t need to do much estate planning. However, if you have any assets, any familial connections, any interest in supporting charitable groups – not to mention a desire to control your own future – you do need to establish an estate plan.
When Should an Estate Plan Be Reviewed?
The documents may still be valid but if they are stale or outdated, you may spend significant money trying to use them down the road.
Your Last Will and Estate Planning Checklist
Most people should have a will, but it’s rarely the most significant estate planning document that an individual will hold.
How to Protect Loved Ones from Elder Abuse
The pandemic has kept our aging parents away from us and us away from them for over a year. This isolation is not total. Some people have access, some ignore warnings and some are intent on using the pandemic to hide their actions.
Are Your ‘Affairs’ Really in Order?
With the threat of COVID-19, we’ve all come face-to-face with our mortality, but are you prepared for the worst?
Prince Philip’s Death and the Importance of End-of-Life Planning
While memorials and tributes continue to pour in, one thing is clear: Prince Philip had clearly defined wishes regarding how he wished to pass, as well as his funeral plan.
