Elder Law

Preparing for Loss of the Family CEO: Tools for Implementing the Family Contingency Plan

Posted on: May 17th, 2016
I've come across a couple of tools that might be helpful to clients who are interested in implementing a Family Contingency Plan that I wanted to share...

Aging.gov: A New Resource for Older Americans and Their Families

Posted on: February 8th, 2016
More than 10,000 people turn 65 in the U.S. every day according to Aging.gov (http://www.hhs.gov/aging/), a new website recently launched by the Obama administration. The goal of this website is to act as gateway for older Americans...

Preparing for the Loss of the Family CEO: Part III

Posted on: January 27th, 2016
In part I, I described the problems that people face after the Family CEO dies. In Part II, I suggested creating a family contingency plan to help prepare for the loss of the family CEO, and concluded with an important key to making the plan work: sharing it with those who will need to carry it out (your “helper”)!...

Preparing for the Loss of the Family CEO: Part II

Posted on: January 25th, 2016
In part I of this 3 part series, I described the problems that people commonly experience after the “Family CEO” dies. Now I want to share some ideas to help prepare for that event....

Preparing for the Loss of The Family CEO: Part I

Posted on: January 22nd, 2016
The Family CEO knows all of the important facts, account numbers, payment due dates, how payments are set up, who the professional advisors are, and all of the other information necessary to manage the family business. The other “what me worry” spouse happily allows the Family CEO to perform these functions, and trusts that all will be well. The problems occur when the Family CEO dies first....

Financial Elder Abuse Part II – A Coming Crisis

Posted on: October 8th, 2015
As an Elder Law attorney, one of the things I worry a lot about is how to help my clients protect themselves from – well – themselves. There’s no easy way to go about that because we all value our control over what we own, and most of us jealously guard our privacy about our finances . . . So what can you do about it?...
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