What You Can and Can’t Do With a Power of Attorney

Q. My brother, Larry, who never married or had any children, asked me to be an agent under his Medical and Financial Powers of Attorney. Before I accept, I’ve been reading about what my role would entail. I am also considering … [Read more...]

When Should I Update My Power of Attorney?

Q. I’ve had a Power of Attorney in place for two decades now. I have moved since then and have had several life-changing events occur. I’m wondering in what instances should someone update their Power of Attorney? What happens if … [Read more...]

Living 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...]

Critter Corner: Acting in My Sister’s Best Interest

Dear Angel, My sister named me as agent under her Financial Power of Attorney, and she recently had a massive stroke, so I need to step in and start managing her legal and financial affairs. She’s only 59 years old, so this was … [Read more...]

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...]

Virginia’s New Emergency Contact Program

Q. Last week, my husband got into a car accident. It was minor, luckily, and although he was a little shaken up and had whiplash, he was fine otherwise. When he called us from the hospital, the children and I were extremely … [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...]

Strong or Vulnerable? Social Security in its 80th Year

For 80 years, Social Security has been protecting American families from both expected and unexpected challenges. Last week, the Social Security Board of Trustees released its annual report to Congress, which projects that Social … [Read more...]

Critter Corner: Why Plan for Incapacity?

Dear Commander Bun Bun, I read a startling statistic that less than a third of the population has completed Incapacity Planning documents. Why don't people plan for incapacity and how can my family begin the process? Justin … [Read more...]

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