Why Not Just Use an Off-the-Shelf Power of Attorney Form

A durable power of attorney is one of the most important estate planning documents you can have. It allows you to appoint someone to act for you (your “agent” or “attorney-in-fact”) if you become incapacitated. Without a power of attorney, your loved ones would be unable to make decisions for you or manage your finances […]

Notarizing Documents for Seniors With a Dementia Diagnosis

         An Alzheimer’s or dementia diagnosis can be a challenging journey for the person and family alike. When the diagnosis occurs, a ticking clock begins on the timeline for proper and sound notarizations for crucial legal documents. What Does It Mean to Get a Document Notarized? According to the National Notary Association, having a document notarized […]

What Documents Are Required for a Medicaid Application?

Medicaid applicants must prove that they have limited income and assets in order to be eligible for long-term care services. Therefore, before beginning the application process, it is helpful to understand what information you will be required to provide to prove your eligibility.  Medicaid is a state-run program, so the rules can vary from state […]

October is National Estate Planning Awareness Month

What is Estate Planning? While this designation is very recent, the concept of Estate Planning itself is not. “Estate planning is a process involving the counsel of professional advisors who are familiar with your goals and concerns, your assets and how they are owned, and your family structure. It can involve the services of a […]

10 Reasons to Create an Estate Plan Now

October is recognized as National Estate Planning Awareness Month. Many people think that estate plans are for someone else, not them. They may rationalize that they are too young or don’t have enough money to reap the tax benefits of a plan. But as the following list makes clear, estate planning is for everyone, regardless […]

How We Help Keep Your Estate Plan Current

Things Change           The minute a client leaves our office, things start to change.  They get a little older each day, assets increase or decrease, health improves or gets worse, they move or change phone numbers or the law changes. The list goes on and on. Estate Plans Need Maintenance Estate plans are just like cars […]

Avoid Disagreements Between Your Power of Attorney Holder and Health Care Proxy

A durable power of attorney and a health care proxy are two very important estate planning documents. Both allow other people to make decisions for you if you are incapacitated. Because the individuals chosen will have to coordinate your care, it is important to pick two people who will get along. A power of attorney […]

Navigating through sibling disputes over Power of Attorney

A parent is under no obligation to tell who they have appointed or why. This can lead to the other sibling feeling slighted or resentful. There are some things that are beyond the reach of a Power of Attorney such as the Agent can’t bar the sibling from seeing their parent and it terminates at […]