Useful Info During COVID v.3

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Dear Friends, This is our third newsletter during these interesting COVID times.  This one shares useful info, plus something beautiful.  You can revisit our prior newsletters here. Share Your Care Wishes with the People Who Matter Most: None of us knows when our health will take a turn.  The...
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E-Newsletter: Useful Info During COVID

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Following is the text of our recent e-newsletter. If you would like us to add you to our e-newsletter mailing list, please visit our homepage. ———– Dear Friends, This is our second newsletter during these interesting COVID times. The first newsletter offered legal information. This one shares useful info, plus something beautiful. You can revisit our...
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My Loved One Died.  Do I Need to Probate a Will?

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When someone dies and has a will, the obvious question is, “What do I do now?” The best thing to do is to see a lawyer who specializes in estate planning and probate.  You will bring to that meeting everything you can find about the deceased’s assets and finances: deed, mortgage papers, bank statements, brokerage...
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Paying Your Caregiver Under the Table

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Hiring a caregiver is an expense, no question about it.  Some families are lucky enough to be able to find the perfect caregiver among their circle of close family and friends.  When finding a caregiver on their own rather than through an agency, lots of families prefer to pay the caregiver under the table...
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Elder Abuse – Do You See Signs?

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Do you have a family member or a neighbor who is elderly, or perhaps younger and intellectually disabled? These folks are prime targets for elder abuse.  Some things to keep your eyes and ears open for include: A previously uninvolved family member becomes the primary caregiver. A previously unfamiliar “friend” becomes the primary caregiver. Lots...
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How Not to Sign Documents for Your Parents

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Very often, adult children find themselves in the position of signing documents on behalf of their parents.  This could take the form of signing a parent into a hospital or nursing home, signing a Medicare notice, signing the lease at an assisted living, etc. When signing documents for a parent, do not sign just your...
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Should I Have a Trust?

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I hear this question a lot when I teach seminars.  If you’ve been to a seminar, you have heard me say that “trusts come in many flavors.”  There are all sorts of trusts, and whether you should have one depends entirely on your situation.  I would say that about one-third of my clients need...
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