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Powers of Attorney and Helping Care for Elderly Parents

Powers of Attorney and Helping Care for Elderly Parents

Introduction: What is a Power of Attorney? (POA) Powers of attorney are documents giving someone you trust the right to make decisions for you if you become incapacitated. Incapacitated means your can’t communicate or understand. POA stands for “power of attorney.” The person making the power of attorney is the principal. The person given authority is the agent. A power of attorney agent is someone who has the legal responsibility to act on your behalf. Regarding health care; an agent…

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Don’t Be Afraid of Estate Planning…

Don’t Be Afraid of Estate Planning…

All work and no estate plan makes Jack a dull boy. All work and no estate plan makes Jack a dull boy. I know estate planning ranks right up there with having a root canal. But, I do my best to make going through the haunted hotel of estate planning as painless as possible. The most difficult part for many is starting. And getting started is as simple as scheduling an initial consultation. During our consultation, I’ll ask you what…

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Back In School Estate Planning

Back In School Estate Planning

As children are back in school for the 2021-2022 school year, they look forward to a time of new beginnings and friendships; new goals and dreams; as well as new supplies, clothes, and shoes. Unfortunately, the delta variant has also made it a time of renewed caution. Last year I posted back to school article on the importance getting an medical power of attorney and HIPAA release. It’s just as important now as it was then. Especially if you’re working…

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Updating Your Estate Plan in 2021

Updating Your Estate Plan in 2021

Updating your estate plan with COVID-19 in mind is something everyone should do this year. We will still be dealing with COVID for several more months. Regardless of whether a pandemic exists, reviewing your estate every now and then is always a good idea. During COVID-19, the time is now rather than then. Re-familiarize yourself with your estate plan documents. Carefully read, through them looking any changes to your plan, especially keeping in mind the challenges of living in a…

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Estate Planning and Social Distancing

Estate Planning and Social Distancing

Prior to social distancing my firm’s procedure for drafting and finalizing a client’s estate plan went something like this. I met with clients a first time to gather information; then created a first draft of their documents; next I met with them again to review their documents; and lastly I met with them a third time to finalize their estate plans. If the stay-in-place order has forced you to address “what if” scenarios which were previously unthinkable. So, after you’ve…

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