The Lesson Behind Estate Planning We Must Not Forget

Estate Planning, Trust, Wills

I write these columns primarily to encourage people to prepare their estate plan before it is too late. Without preparation, many families must deal with terribly difficult situations that could have been avoided. Proper planning means more than simply listing what...

Will Someone Else Make That Final Decision for You? 

Estate Planning

I have previously explained that a Living Will is the document that tells health care providers if you want to be removed from life support.  This is an important document because, if your wishes are not clear, loved ones and health care providers will be left to make...

What is the Best Way to Help Your Aging Parent?

Guardianship, Medicaid Planning

There are usually serious challenges for both parent and child as an aging parent loses the ability to care for himself or herself. In some cases, the parent may have only nominal limitations. In others, a parent may be fully incapacitated. A parent may be mentally...

Is it Your Estate Plan or the Plan Chosen for You?

Estate Planning, Uncategorized

One of the most enjoyable parts of my practice is the opportunity to work with people creating an estate plan. As we discuss the issues that matter most to them, and tailor a plan to address those issues, they often express the peace of mind this process provides....

Are you Prepared to Step In?

Estate Planning, Trust, Wills

I recall an article published in the Wall Street Journal® titled “The Difficult, Delicate Untangling of Our Parents’ Lives.” The author and his wife were in their 50s and dealing with the challenges of parents too incapacitated to handle their own affairs....