A senior鈥檚 perspective on the estate planning process When I saw my doctor for a recent routine physical and she asked if I had a Healthcare Proxy, boy, was that ever a wake-up call! I consider myself a 鈥測oung 70,鈥�…
Families encounter many professionals after a loved one鈥檚 passing. Religious leaders, funeral home directors, and probate lawyers often form a new cast of characters, while the familiar medical team steps back. Who can help you find this new team of…
"I inherited my childhood home." There鈥檚 a whirlwind of intense, complex emotions within those five words. For some people, their childhood home evokes mostly happy memories, but now also grief and loss. For others, those earlier happy memories are eclipsed…
What鈥檚 the greatest gift you can leave your family? You may think 鈥� an inheritance, of course. But what kind of inheritance? Sure, money鈥檚 welcome. But a lifetime鈥檚 belongings in an overflowing garage? Not so much. Yet often, relatives who…
Executors and administrators of estates are often called upon to deal with challenging legal and financial logistics during their time of grief. If my clients have served as estate representatives before, the legal and financial work involved is more familiar.…
It鈥檚 a new year 鈥� a good time to focus on the forest through the trees and answer my most frequently asked question. It鈥檚 also a time to remember and reexamine our highest callings, so I devoted some serious time…
I once discussed helping clients open up about sensitive family dynamics and personal finances with another estate planning attorney. He said, 鈥淲hat鈥檚 the problem? Everything鈥檚 confidential.鈥� He was both right 鈥� and wrong. A client鈥檚 communications with his or her…
Losing a loved one is an emotional and life-changing experience. You might be tasked with the responsibility of settling the estate while also grieving your loss. It can be a challenging time in anyone's life. However, it becomes even more…
Decisions about moving into assisted living facilities are never easy. However, when your elderly parent or grandparent is struggling with Alzheimer鈥檚 or another form of dementia, they can be particularly challenging. Challenges of Moving with Dementia For those with dementia,…
Taking on the task of caregiver for an older or dependent adult can be challenging and stressful. But it can also be rewarding, because knowing you鈥檙e enhancing your loved one鈥檚 quality of life is a good feeling. However, the burden…