Power of Attorney
Guardianships and Powers of Attorney
The number of seniors targeted by scams, identity theft, charity fraud, online deception and undue influence increases each year. These occur in person and by phone, mail, e-mail, and social media, and target the most vulnerable. Don’t find out too late that those you...
Planning for Blended Families
Blended families bring unique challenges to wealth, retirement, financial and estate planning. Divorce decrees, second families, new in-laws, stepchildren and a whole new clan are some of the issues to address. Using experienced counsel can ensure your wishes are...
Estate Planning is Tax Efficiency and Wealth Management
To many people estate planning is merely preparing a will to tell your executor what to do with what you own when you die. But, estate planning is more than just drafting a will. It includes tax efficiencies, wealth preservation, asset protection, efficient asset...
Helping Elderly Parents or Friends Avoid Guardianship with a Power of Attorney
As we grow older and perhaps lose a spouse, children, other family members or even friends are often called on to help with financial and other decisions. In more drastic instances a legal guardian may have to be appointed by a Court, often causing unneeded expense...
Protecting Your Child Away at College
The Health Care Insurance Portability and Accountability Act (HIPAA) and other privacy laws can prevent parents from access to health, financial, and academic information regarding their child in college, even if they are paying the bill. This could hamper your...
Life and Estate Planning for You and Your Parents
The death, disability and isolation caused by COVID-19 highlighted the need for parents and children to assess whether they have appropriate authority to care for the other’s financial and other needs if one is suffering from a medical disability or following their...
