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Posts Category - Estate Planning

Merging Two Families? Don’t Forget Your Finances

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Becoming a blended family presents unique opportunities and some challenges with regard to your financial and estate planning. In 40% of all new marriages in the United States, at least one of the spouses was previously married. There are unique financial and estate planning dynamics that can come from merging families, especially as it relates […]

A Plan for an Intentional Retirement

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Those approaching retirement today and looking forward to it in the next couple of years have likely navigated their entire life with a sense of purpose, and exiting the work market full time doesn’t mean you give up this purpose. A recent survey of retirees found that 55% of them said that retirement was viewed […]

Advanced Estate Plan Strategies Aligned with Low Interest Rates

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The current environment of your state and the federal economy and relevant laws can help you to determine whether or not your estate plan meets your goals or needs to be adapted. The Federal Reserve’s decision to keep interest rates very low has made a good environment for you to leverage advanced estate planning tools […]

Checking Out of a Relationship or Home? Time for a Checkup!

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In normal times and especially in a pandemic, many people use natural pause points to take stock of their lives and determine their next moves. For you, this might look like moving out of a home that was big enough to raise your kids in but too big to justify alone or with a spouse. […]

How Does Undue Influence Impact an Estate Plan?

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Undue influence happens when an outside party exerts pressure on an individual causing that individual to adjust their estate plans to the benefit of the influencer. In simple terms, this can often refer to one person taking advantage of another. A live in care provider to your elderly loved one, for example, might exert undue […]

How Much Does an Agent Get Paid for Power of Attorney Services?

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If you intend to appoint another person to serve as your attorney in fact or agent for health care, it can be confusing to determine what they should be paid. In most cases the people who are appointed in these roles are family members or friends and serve as your health care power of attorney […]

Get an Attorney to Review Your POA Document

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Has someone you know asked you to execute a power of attorney that names you as their agent? Never sign a power of attorney document without having your own estate planning lawyer view it first.  There are many different mistakes that could be made in a power of attorney document and all of them can […]

Can a Person Still Sign a Power of Attorney If They are Legally Incompetent?

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A person cannot sign any legal document including one that would appoint a power of attorney if they are incapacitated. This is one of the most common misconceptions about the power of attorney document. Only a mentally competent individual is able to appoint a power of attorney for themselves.  Once a person lacks legal capacity […]

What Happens When a House That Is Split Multiple Ways Is Rented, Passed or Sold at Death?

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If you have a loved one who is elderly and owns a house that no longer has a mortgage on it, it is important to look carefully at the deed to determine who has the rights to this home.  If, for example, an elderly loved one took money to pay taxes on the home from […]

What’s Included in an Elder Law Agreement?

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It is very common to sign an agreement or a contract with an attorney that you intend to work with and an elder law attorney is no different. Based on your initial consultation with this elder law attorney you will have a better sense of the services that would be provided and the process with […]

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