Write a Letter of Instruction for Loved Ones
February 18, 2022
Executors can use additional information in administering estates, especially if the executor is unrelated to the decedent.
What was Stephen Sondheim’s Estate Plan?
February 16, 2022
Broadway legend Stephen Sondheim left behind an estate estimated to be worth as much as $75 million to his husband, charities and a dozen other friends, court papers show.
On The Day I Sold My Mother’s Home
February 15, 2022
What I was and was not prepared for at the end of my mother’s life Rarely does a career choice perfectly prepare you for the final illness and death of a parent. As an elder law attorney, I was armed with the knowledge and experience I needed to help my mother as she neared the end of her life. When my mother was diagnosed with a degenerative disease, I was well versed in how to manage her finances, choose medical providers, navigate Medicare issues, hire caregivers, and make health decisions. And so many other things I have helped others do
What Legal Terms in Wills Should You Know?
February 15, 2022
For most people, entering the realm of estate planning can feel a bit like traveling as a tourist into another culture. Because the language itself is unfamiliar, asking a question can result in an answer that is equally confusing.
Storing Passwords in Case of Death
February 9, 2022
How do you access a deceased person’s digital information when you don’t know their passwords?
Preventing Elder Financial Abuse
January 28, 2022
Advice for adult children, so their parents in nursing homes and assisted living are safe from scammers.
How Should I Handle an Inheritance?
January 27, 2022
Although you may be excited about the prospect of receiving unexpected money, there are certain financial moves experts say you should make to make sure you’re prepared for that inheritance.
Biggest Mistakes in Wealth Transfer
January 26, 2022
We are approaching the biggest wealth transfer ever, as Baby Boomers prepare to hand off their life savings to their heirs. However, will their heirs actually get the full amount of the wealth intended for them…or will a large amount be lost to unnecessary taxes?
Four Important Vaccines for Seniors
January 24, 2022
Now is the time to schedule vaccines that can keep you healthy — and even save your life.
What a Will Cannot Do (Avoid Probate)
January 22, 2022
A will allows you to distribute your worldly goods, select a guardian for minor children and name an executor to carry out your wishes. A will does not avoid probate.
