Q. My lifelong friend, Peter, has an aunt who was never married and never had children of her own. Peter was the closest family member she had, but she was not a very trusting person, and didn't trust Peter or anyone, especially … [Read more...]
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...]
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...]
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...]
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...]