National Estate Planning Awareness Month

It’s estimated that more than 120 million Americans do not have updated estate plans, according to www.AmericanBar.org. Unlike the fun, daily holidays, such as national pasta day, that we like to celebrate with delicious dinners and social media hashtags, the National Association of Estate Planners & Councils (NAEPC) created a congressional proclamation for it in [...]

Columbus and Probate: Then and Now

Because most of us are going about our normal days at work, home, and school, it’s easy to forget that today is (already!) the second Monday in October, which means that it’s Columbus Day. I, too, almost glazed over the holiday, but it got me thinking: if Columbus had the opportunity to estate plan, how [...]

October is “Organize Your Medical Information Month”

Think about this: there are about 5 million Americans living with Alzheimer’s – only one of many incapacities a person can endure – and only 40 percent of Americans have a medical directive. Living with any illness, disability, or other incapacity is understandably challenging. However, ensuring that you have a patient advocate designation, also called [...]

Undue Influence: Recognize the Signs. Stop the Abuse.

Your aunt was in a car accident. Thankfully she made it through, but the injuries she sustained required that she have a full-time caregiver. Your cousin, her eldest, adult child, took up the role. You visit your aunt frequently, and you have noticed she is not making rational decisions that are in her best interest [...]

Fall Into Estate Planning!

It’s almost unbelievable that this Friday will be the first day of Fall! Although these unusually warm September days make it difficult to believe pumpkin-spice season is already here, chilled Autumn days will be blowing in quickly. Many of us will start settling in with heavy blankets and hot chocolate, and breaking bread over comforting [...]

Conservatorships and Guardianships: Who Can They Help?

When we think about guardianships and conservatorships, we often picture the elderly or minor children. But these protections aren’t just for assisting people at polar ends of the aging spectrum. Conservatorships and guardianships can be a solution for anyone of any age with dependency issues, disabilities, and/or mental illness. Opioid Nation: An American Epidemic Local [...]

Fund Your Trust. Fill Your Crust!

Creating a trust is much like baking a pie. Whether you’ve bought a pre-made crust or made your own, there is still some prep in readying it for filling. “Creating” a trust is the same as preparing a crust – you’ve given shape and form to the trust, but it’s still empty. And no one wants [...]

Drive Sober or Get Pulled Over

In America, approximately 27 people die per day as a result of drunk driving. Drive Sober or Get Pulled Over: A Two-Week Reminder to Save Your Life On Friday, August 18, the annual “Drive Sober or Get Pulled Over” campaign went into effect across the country. The two-week movement is a reminder to all about [...]

WHAT IS A HEALTHCARE POWER OF ATTORNEY/PATIENT ADVOCATE DESIGNATION?

As mentioned in a previous blog post titled “The DL on POAs,” a Power of Attorney (or “POA” for short) is a legal document that gives another person, who is often called an “agent,” the authority to act on your behalf should you become incapacitated and unable to care for your own affairs.  The two [...]

NATIONAL ESTATE PLANNING MONTH: CELEBRATE YOUR LEGACY

It seems like there is always some sort “national something-or-other” to celebrate. Last week recognized National IPA Day and National Girlfriends Day. Tomorrow is International Cat Day. Later this week is National S’mores Day. While we can’t celebrate every holiday, there are a few significant ones that should make us all stop and think – [...]