What’s in Your Estate Plan, Mom and Dad?

Q. Our daughter, Melanie, recently came to visit us. She told us that she and her husband will be meeting with your firm to do their estate planning and incapacity planning. Then, she inquired about what we put in our estate plan. … [Read more...]

Critter Corner: Keeping Emotions Out of the Estate Planning Conversation

Dear Ribbit, I understand that discussing estate planning with adult children can be an emotionally charged conversation. However, I know it’s a critical topic to address with family members. In my situation, my daughter is … [Read more...]

Her Parents Were Kidnapped by a Professional Guardian

Rudy North was an avid reader, who had a sharp mind and liked to write down quotes from his favorite books. Rennie, his wife of fifty-seven years, was recovering from lymphoma and suffered from neuropathy so severe that her legs … [Read more...]

575,000 People Are Using This Medicare Benefit. Are You?

Q. My friend Kate’s 93-year-old mother, Sue, was recently in palliative care. Sue had her Advance Medical Directive in place and the doctor had access to them. The documents clearly conveyed that she didn’t want aggressive … [Read more...]

Plan Your Lifespan: A No-Cost Tool for Planning in Advance

Phyllis Mitzen, a 72-year-old semi-retired social worker, has worked with seniors for many years and understands the value of planning for future healthcare needs. Yet, she herself has put off the task. Phyllis’s husband is … [Read more...]

TED Talks: New Ways to Think About Death

Most people don't like to think about dying. We’d rather focus our energy on the people and the things we love, happy times, and things that bring us joy. But, as we all know, death is inevitable, and shouldn’t be ignored. Despite … [Read more...]

Overcoming the Fear of Death

Q. My mother always said that there are two topics to avoid in conversation, whenever possible: religion and politics. Unlike some of my Facebook friends and others I have known, I took this advice to heart and don’t have many … [Read more...]

Critter Corner: How to Choose a Health Care Proxy

Dear Angel, I have an appointment to do my incapacity planning, and I'm a little indecisive about who I should choose as my health care proxy. What qualities would make someone a good choice for a health care proxy? I'm hoping … [Read more...]

Have You Prepared for Your Digital Afterlife? Most People Haven’t.

Q. My mother is very tech savvy. She is always on Facebook posting pictures, articles, and recipes.  She uses online bill pay to pay most of her bills, and Microsoft Office 365 to keep a daily diary in Word and her monthly budget … [Read more...]

Advance Directives Mean Less Costly Care

Q. My aunt died ten years ago without an advance directive. I will never forget the fight between her husband and the rest of the family about life saving measures before she died. He insisted that she would have wanted them, when … [Read more...]