Blog Posts
Appointing a Non-Family Member?
Go To Post ►: Appointing a Non-Family Member?It often makes sense to appoint a non-family member as a health care surrogate, executor or power of attorney.
Parent Caught in the Middle
Go To Post ►: Parent Caught in the MiddleA mother appointed her two children co-powers of attorney. Each is acting against the other one’s wishes. They don’t intend to harm their mother, but the arguments are harming their mother. She is caught in the middle.
Family Conversations for Generational Wisdom
Go To Post ►: Family Conversations for Generational WisdomThe holidays are a good time to catch up with family and friends. They’re a good time for what I call “generational wisdom” – those stories the younger generations hear from their parents and grandparents. This year you might get together on Zoom, but it’s still a good time for telling stories. You can start…
“Never” is Not the Right Time
Go To Post ►: “Never” is Not the Right TimeNever is not the right time for estate planning. Whether it is a simple Will or a Power of Attorney, Healthcare Surrogate or Trust – now is the right time to plan.
How I Practice Law, Compassionate and Caring
Go To Post ►: How I Practice Law, Compassionate and CaringAfter meeting with a 98-year-old, she told me it was a pleasure to have met me, and her son said I was a godsend. I was moved.
What do you get Mom for Mother’s Day?
Go To Post ►: What do you get Mom for Mother’s Day?Flower commercials have been flooding TV and newspapers for a couple of weeks reminding us that Mother’s Day is Sunday, May 12th. We’ve all seen the commercial for the insurance company where the actor thinks you should give a life insurance policy as a baby shower gift – well, she got booties instead! …
Spring is Here! Time to do Some Spring Cleaning For Your Legal and Financial Affairs
Go To Post ►: Spring is Here! Time to do Some Spring Cleaning For Your Legal and Financial AffairsSpring is here and it’s time to do some “Spring” cleaning. The things we usually do are clean house, clean closets, switch out wardrobes, etc …. Now’s also a perfect time to get your legal and financial affairs in order. Not sure where to start? Here are some ideas: Review Your Beneficiary Designations…
Estate Planning for a “Peace of Mind While Living” Exercise – What you need to know AND act on while Estate Planning
Go To Post ►: Estate Planning for a “Peace of Mind While Living” Exercise – What you need to know AND act on while Estate PlanningQuestions: What’s the purpose of consulting an attorney for peace of mind planning? (Estate Planning) Do you have a list of what you own? And their value? If not, MAKE one. Examples: Home(s) Car (s) Investments: IRA, Stocks, etc. Bank accounts Checking and Savings Jewelry Books Antiques Furniture Etc. Who would you trust with…
Facing the Grief of a Loved One
Go To Post ►: Facing the Grief of a Loved OneIn the past three weeks I’ve learned about two people I know experiencing the death of a child, one experiencing the death of their favorite niece , one experiencing the death of a best friend, and one other experiencing the death of a former spouse. Four were unexpected with families having no time to prepare.…
With One Tick of a Clock Your Child Becomes a Legal Adult
Go To Post ►: With One Tick of a Clock Your Child Becomes a Legal AdultFor all the milestones which parents give attention – birth, first step, learner’s permit, driver’s license – there is one about which most parents miss the importance – the tick of the clock that sees our child go from ‘child’ to ‘legal adult’ in the eyes of the law. Until a child’s 18th birthday, we…