From the passing of the RAISE Family Caregivers Act to offer much-needed support to caregivers, to Trump’s tax overhaul, we covered a lot of ground in 2017. It was a year that included a massive data breach, the ACA almost being … [Read more...]
Print This PageWhat’s in Your Estate Plan, Mom and Dad?
October 6, 2017 by
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...]
Print This PageCritter Corner: Keeping Emotions Out of the Estate Planning Conversation
October 6, 2017 by
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...]
Print This PageHer Parents Were Kidnapped by a Professional Guardian
October 4, 2017 by
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...]
Print This Page575,000 People Are Using This Medicare Benefit. Are You?
September 1, 2017 by
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...]
Print This PagePlan Your Lifespan: A No-Cost Tool for Planning in Advance
June 21, 2017 by
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...]
Print This PageTED Talks: New Ways to Think About Death
June 7, 2017 by
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...]
Print This PageOvercoming the Fear of Death
April 13, 2017 by
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...]
Print This PageCritter Corner: How to Choose a Health Care Agent
April 12, 2017 by
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 agent. What qualities would make someone a good choice for a health care agent? I'm hoping … [Read more...]
Print This PageHave You Prepared for Your Digital Afterlife? Most People Haven’t.
March 3, 2017 by
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...]
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