When is a Person Too Incapacitated to Sign Legal Documents?

Q. My father, Roy, has severe arthritis and is in the early stages of Alzheimer’s. He is widowed and currently lives in a stand-alone  cottage house that my husband and I built for him in our backyard. Sometimes he seems … [Read more...]

Critter Corner: Power of Attorney vs. Guardianship

Dear Angel, My brother is a spend-thrift and a recovering alcoholic. I want to do something before he blows through all of his savings. I was doing some research, and noticed my options included “Power of Attorney” or … [Read more...]

Ask the Expert: Can Banks Refuse to Accept a Power of Attorney?

Q. My cousin's parents executed a Power of Attorney naming her and her sister as co-agents. My aunt is now deceased. My uncle, who has dementia, is owner of an investment portfolio with monthly dividends being automatically … [Read more...]

Estate Planning for Childless Couples

When many people think of estate planning, they assume that a person’s heirs are his or her children. But what happens when a couple has no children? Do they need to plan too? The answer is yes. At the very least, they should … [Read more...]

Choosing a Guardian for Your Children: Things to Consider

Nancy and Nick have three children -- Emmitt, Nicole, and Alexa. Very warm and loving parents, Nancy and Nick make education a top priority, and hope to instill their deep-rooted culture and values in their children. Neither Nancy … [Read more...]

Planning for Long-Term Care (Part 5)

The Veteran's Aid and Attendance Pension Benefit The best advice that I can give you when planning for long-term care is not to delay. We never know what the future holds. While we are able, we must prepare for a variety of … [Read more...]

Planning for Long-Term Care (Part 4)

The most important thing that you can do in planning for future contingencies is to act now. The future may hold limited resources or health problems for you and either one of these may prevent you from taking care of the things … [Read more...]

Planning for Long-Term Care (Part 2)

"Long-Term Care" refers to the broad spectrum of medical and support services provided to persons who have lost some or all capacity to function on their own due to a chronic illness or disabling condition, and who are expected to … [Read more...]

Planning for Long-Term Care (Part 1)

Are you one of the millions of Americans over age 50 who has not yet started planning for long-term care? As financially responsible adults, most of us are prepared for some unexpected disasters – we pay for health and property … [Read more...]

The “Power” of Peace of Mind

Incapacity Planning is perhaps the most fundamental type of estate planning and yet it is also the most important.  Life is unpredictable; even someone in perfect health can become incapacitated from an accident or unforeseen … [Read more...]