Baby Boomers Caring for Aging Parents
More and more adult children are caring for their aging parents. Sometimes adult children move their parents into their own homes in order to provide constant care and sometimes they ...
Protecting Loved Ones from Fraud
Last month a man from Sarasota Florida was arrested for swindling $600,000.00 from an elderly woman who had taken him in as her roommate years earlier. Anita Seidel met the ...
You Have Power of Attorney-Now What?
When someone else assigns power of attorney to you, you become the “attorney-in-fact”. You are held to the highest level of duty to protect the account holder’s funds, to avoid ...
Elder Financial Abuse is on the Rise
According to the 2011 MetLife Study of Elder Financial Abuse, victims lose an estimated $2.9 billion dollars annually, up 12% from $2.6 billion in 2008. While strangers are responsible for ...
A Personal Representative is a Fiduciary
The executor or personal representative of an estate has control over the estate and is responsible for settling the debts of the estate, and distributing estate assets to beneficiaries as ...
Marital Deduction Planning
When planning for your future and working on an estate plan, married couples have options not otherwise available to unmarried couples. Understanding how estate taxes work between spouses is important ...
Consult an Elder Law Attorney for Peace of Mind
An Elder Law Attorney can help a family plan for medical expenses, minimize tax liabilities and preserve wealth by drafting necessary legal documents including a power of attorney, a living ...
Do It Yourself Legal Matters
In these economic times, people are constantly looking for ways to save money and some are choosing to more things themselves rather than hire a professional. You might decide you ...
Benefits of a Living Trust
Benefits of a Living Trust A living trust offers protection in cases of incapacity. The grantor of a living trust places property in the trust. The grantor designates a trustee ...
Do We need a Trust in our Estate Plan?
People often call us looking for a trust. Many times people think they need a trust because a friend told them they need a trust, or because they read it ...