Every year we release the key dollar amounts that are frequently used in elder law, including Medicaid figures, Medicare premiums, Social Security Disability, and Supplemental Security Income. Since most of these figures have been … [Read more...]
Print This PageElectronic Wills: Replacing Ink Signatures with Digital Ones
Q. I recently did my estate planning with your firm and the peace of mind I feel makes it completely worth it to me. I have convinced my sister, Erica, in Charlottesville, to do the same, as well as my daughter who is a … [Read more...]
Print This PageCritter Corner: Keeping Your Digital Assets Safe and Up to Date
Dear Oakley, I completed my estate planning documents three years ago and haven’t thought about it since. My 30-year old son brought up a good point the other day that got me thinking: what about my online photos and videos and … [Read more...]
Print This PageCritter Corner: Convincing My Brother to Do Estate Planning
Dear Oakley, Welcome to the Critter Corner team! I’m really hoping you can help me with my dilemma. My wife and I recently did our estate planning, and I am convinced my twin brother’s family should too. He is reluctant to do so … [Read more...]
Print This PageLiving Together Without Tying-the-Knot? Why Estate Planning is Imperative!
Marjorie (66), a widow, and Stan (67), a divorcee, have lived together for six years. A decade before, Marjorie watched her husband suffer from Frontotemporal Dementia, which caused him to be violent towards her, until he entered … [Read more...]
Print This PageThe Dangers of Joint Bank Accounts
Emily, 67, is seriously thinking about adding her adult daughter, Katie, as joint owner of her bank account. She is considering this because she wants to ensure that Katie would have easy access to her money in case of an … [Read more...]
Print This PageWhen Safe Deposit Boxes Aren’t Even Safe
Q. I read an interesting article about safe deposit boxes in the New York Times recently. It is focused on a man who had a valuable watch collection stored in a safe deposit box managed by Wells Fargo, possibly worth millions, who … [Read more...]
Print This PageCritter Corner: What if the Bank Refuses to Accept a Power of Attorney?
Dear Bebe, My friend’s brother had a stroke and is now incapacitated. As his agent under his Power of Attorney, my friend needs to take over his finances. She recently went to his bank and was told that the bank will not accept … [Read more...]
Print This PageLive a Legacy for Your Grandchildren; Then Leave One for Them
Q. The discussion of leaving a legacy recently came up in conversation among our friends and family. It seems our friends are way ahead of us on what they will leave future generations and how they hope to instill values in their … [Read more...]
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