Financial Powers of Attorney for Seniors

Financial Powers of Attorney for Seniors

Arguably, a Financial Power of Attorney (FPOA) is the most important document that anyone should have, also known as a Durable General Power of Attorney. None of us can predict the future, so we should prepare for the possibility of incapacity. Those we love most need...
Protection v. Control: The Asset Protection Trust

Protection v. Control: The Asset Protection Trust

Frequently, families want to protect their life’s work for their descendants. Among the options are asset protection trusts. However, to truly provide asset protections, the trust must be irrevocable. Irrevocable means the parent must give up control of the assets...
Protection v. Control: The Asset Protection Trust

The Four Stages of Planning

In the past estate planning has focused on what happens when we die and financially devastating circumstances associated with death. However, most of us need an estate plan that is flexible. The plan should include what happens if we get sick and die as well as what...
Take Care of the Caregiver

Take Care of the Caregiver

The Financial Cost In a Genworth study, Beyond Dollars Study 2018, caregivers reported they pay for care from their own pockets. Many reduce their own quality of living to pay for the care. In addition, absences, reduced hours, and chronic tardiness can mean a...
What Will Happen to My Pets?

What Will Happen to My Pets?

Who is excited to see you when you come home? Who sits with you while you watch your favorite TV show? Who greets you every morning, and sleeps next to you every night?  Your pet lovingly cares for you unconditionally. Of course, it is natural to want to care for your...
Beware of Scams!

Beware of Scams!

Adapted from ElderCounsel There are many good people in the world. Some strangers would give you the shirt off their backs. Many folks volunteer their time to help others in need. Especially in our tumultuous times, it is important to be kind and generous to our...