October 23, 2020
When it comes to selecting a successor trustee, there are many factors and choices that need to be considered when making this important decision. Family members and close friends are most often chosen for this role, because it can be perceived as an honor to serve the family in this way and there is an expectation this option will be less expensive. But, major issues and challenges can ensue when family members and friends serve in this way, that can cause major headaches and unneeded drama.
October 15, 2020
The rapid escalation of the coronavirus pandemic has motivated individuals and families to be more proactive and get their affairs in good order. Many are reviewing and revising—or even creating for the first time—an estate plan with the support of an experienced attorney. Without an estate plan, you will become more reliant on state laws and probate courts to appoint someone who will be ultimately responsible for your financial affairs and critical health-care decisions.
October 7, 2020
What to Look for in a Professional Fiduciary (Trustee)—Especially during a COVID-19 Pandemic and Aftermath
Has your estate planning or elder care attorney ever mentioned, “You’d be wise to get your affairs in order?” For elderly individuals without immediate family members, it can be extremely difficult to decide who to appoint as their power of attorney or health care surrogate. Learn about the important role of a fiduciary— and how choosing the right one can provide support for you and/or your loved one during a difficult season in life.
September 24, 2020
As we continue to experience living in a Coronavirus/COVID-19 climate, we’ve learned elders are particularly susceptible to the effects of this illness and the many negative ways it has impacted their daily lives. As a result, many precautions have been taken to protect this demographic, especially with respect to exposure to the virus.
April 22, 2020
Considering the challenge that the COVID-19 crisis has created, especially for seniors, now more than good nutrition is more important than ever before. Getting to the grocery store is more difficult, even with set aside hours for the elderly. And with over-loaded, on-line, food-delivery services, meal-planning for seniors just got a whole lot more complex.