Estate Planning for the Modern Family

Q. My family is not what many would consider "ordinary." I am divorced and have been remarried for five years. I have a 40-year-old stepdaughter, a 25-year-old daughter, and a 10-year-old grandson, all of whom reside with us. My … [Read more...]

Do You Need a Representative Payee for Social Security if You Have a Financial Power of Attorney?

Q1. My long-time friend, Ellie, is a widow who lives alone and never had children. Without family members to help, and dealing with her own dementia-related challenges, she’s finding it more and more difficult to manage her … [Read more...]

Critter Corner: I Am My Mother’s Financial Caregiver. Now What?

Dear Bebe, When my mother did her estate planning several years ago, I was told I would be the trustee for her trust and the agent under her Financial Power of Attorney, should there come a time when she can no longer handle … [Read more...]

Critter Corner: Update Your Estate Planning Documents Now!

Dear Magic, My husband and I came to Evan's office to do our estate planning several years ago. We have had some family changes since then, such as our children got married and had children of their own. With all this happening … [Read more...]

Top 17 Articles of 2017

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...]

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...]

Find Out Why Only 1.5% Of Social Security Recipients Use This Program!

Q. My mother, Louise, was diagnosed with dementia when she was 60 years old. Her dementia has progressively gotten worse since then, and I am helping a lot these days with some caregiving tasks, and money matters. My mother is … [Read more...]

Is it Time to Take Control of Your Parent’s Finances?  

Q. My dad is in his mid-80’s and he still resides in the home where I grew up, without much outside assistance. He is healthy and takes exercise walks daily, to keep himself fit and active. When it comes to cognitive health and … [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...]

Our Top 10 Scariest Articles of 2016 (If You Dare)

With Halloween upon us, now is the time when we present you with this year’s scariest stories. From one typo costing you your computer to loved ones with Alzheimer's owning guns, we uncovered some scary ground. To celebrate … [Read more...]