Power of Attorney

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?...

Financial Firms Roll Out Form Aimed at Stopping Financial Elder Abuse

Posted on: October 1st, 2015
With cases of financial exploitation of the elderly on the rise, advisors who work with older clients are looking for ways to head off the abuse before it happens. Enter the “Emergency Contact Authorization Form”...

It’s Not Just About Death and Taxes: The Essential Legal Documents You Need for Incapacity Planning

Posted on: April 29th, 2015
Comprehensive estate planning is about more than your legacy after death, avoiding probate, and saving on taxes. It must also be about having a plan in place to manage your affairs if you become mentally incapacitated during your life. ...

How to Choose the Right Agent for Your Incapacity Plan

Posted on: April 21st, 2015
A common misconception is that estate planning equates to death planning. But planning for what happens after you die is only one piece of the estate planning puzzle. It is just as important to make a plan for what happens if you become mentally incapacitated....

New Year’s Planning Tip #3 - Check Your Mental Disability Plan

Posted on: January 6th, 2015
Now that the chaos of the holiday season is behind us, it’s a great time to make a New Year’s resolution to update your estate plan. One area of planning that many people overlook is making sure their mental disability plan is up to date....

8 Estate Planning Things to do Before You Travel

Posted on: December 30th, 2012
Before any trip, most of us create a “to-do list” of things we have put off and want to take care of before we leave. Here is a checklist of estate planning things to do before you take your next trip...
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