Comparing Financial Powers of Attorney: Badly Drafted DIY vs. Well-Drafted Documents

Q. My husband is a handy DIYer, and it has saved us lots money, in many instances. Now, he is insisting on doing our Estate Planning documents, including our Wills and our Financial Powers of Attorney, on his own. I am glad he … [Read more...]

Critter Corner: How Can a Power of Attorney Protect You from Exploitation?

Dear Angel,I was recently listening to a true crime podcast and heard an alarming episode. A woman, Caroline, created a power of attorney for an older man, Charles, and moved into his California home. Charles died shortly … [Read more...]

Critter Corner: How Can Seniors Make the Most of Financial Literacy Month?

Dear Angel,I just read that April is Financial Literacy Month. What are some things I should think about when it comes to Estate Planning and retirement planning this month? Thanks for your help!Fi Nanshill--Dear … [Read more...]

Critter Corner: How Can I Help My Husband Make Better Money Decisions?

Dear Hayek,My husband doesn’t always make the best decisions about money. He has come close to being scammed in the recent past. Do you know of any training he (and I) could take to protect us from financial exploitation? … [Read more...]

Getting Remarried? What to Discuss and Plan Before Walking Down the Aisle

Q. I have been a widower for six years and recently found love again. I asked her to marry me and she accepted. This is new to me, as I had been with my late wife for forty years and then on my own again until recently. What are … [Read more...]

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...]

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