Last year, President Obama signed the Notice of Observation Treatment and Implication for Care Eligibility Act (better known as the […]

Whether we’re talking about named beneficiaries on a brokerage account or beneficiaries in a Will, there is a way to […]

Over the years I have seen many articles on how to spot signs of dementia in the elderly.  I’ve probably […]

Of course, it’s always tough when a loved one dies.  It’s already emotionally draining, but if you are immediate next […]

A scam is defined as a fraudulent scheme, especially for making a quick profit, and (if severe enough) can be […]

The first three parts of this series have been about the various advanced directives, i.e. Power of Attorney, Health Care […]

This month I’m going to take a break from the series I’ve been doing to talk about talking.  Sometimes it’s […]

“Hi, I need to get a Power of Attorney for my dad.”  You would be surprised how many times I […]

Last month I discussed the ins and outs of a Health Care Proxy.  This month I’d like to discuss its […]

Well, it’s a new year and everyone has made their New Year resolutions.  Hopefully one of those resolutions is to […]

In past articles I’ve spoken about how to appoint the proper fiduciaries (executors, trustees, guardians, etc.).  But what about those […]

Many of my senior clients see joint ownership of all their assets (such as investment accounts, bank accounts and real […]