by Christine | Jul 13, 2012 | Conservatorships, Dementia, Estate Planning, Incapacity |
A conservatorship is “a court proceeding to appoint a manager (Conservator) for the financial affairs and/or the personal care of one who is either physically or mentally unable to handle either one or both (Conservatee).”...
by Christine | Jul 12, 2012 | Advanced Health Care Directive, Conservatorships, Estate Planning, Incapacity |
An Advanced Health Care Directive (AHCD) allows a person (the principal) to set forth their wishes regarding the type of health care they want to receive or do not want receive; whether they wish to make organ donations, and what their preference (if...
by Christine | Jul 11, 2012 | Durable Power of Attorney For Finances, Estate Planning, Trusts |
What is a Durable Power of Attorney? Why Do I Need One? A durable power of attorney (DPA) is a written instrument in which one person (the principal) appoints another person or persons (the...
by Christine | Jul 10, 2012 | Art, Conservatee, Conservator, Current Affairs, Developmentally Disabled, Limited Conservatorships |
When a developmentally disabled child turns 18, under the law they are adults and are therefore legally able to make their own decisions. Unfortunately, many developmentally disabled children cannot make their own decisions. After the child’s 18th...
by Christine | Jul 5, 2012 | Estate Planning, Small Business, Succession Planning |
Succession plans are not one size fits all. Entrepreneurship is always about personal freedom and personal choices, and every entrepreneur has a different mix of goals, values, skills and circumstances. The succession plan might in fact be the grand finale of these...
by Christine | Jul 3, 2012 | Estate Planning, Inheritance |
Most young, wealthy Americans believe it's important to pass money on to their heirs. They may be disappointed to learn that their parents don't feel the same way. Are you planning to leave an inheritance to your children or are you expecting to receive an...
by Christine | Jul 2, 2012 | Estate Planning, Wills |
The dispute over Thomas Kinkade's multimillion-dollar estate has come down to two barely legible wills that leave his girlfriend his mansion and $10 million, and three burning questions: did he write them? Was he coerced? And, finally, as the letters...
by Christine | Jun 29, 2012 | Estate Law, Estate Planning, Heritage, Legacy |
Family stories are different—yet of utmost importance. The philosopher Abraham Maslow said, “The ultimate disease of our time is valuelessness.” Poll results show that boomers agree. But how do you pass on something so intangible as a value? Giving a gift is one...
by Christine | Jun 28, 2012 | Living Will, Medical Directives |
These critical documents about your preferences for end-of-life care don't always work as planned. More flexibility might be the answer. Making end of life decisions means generating and updating your living will (or advance health care directive). These documents...
by Christine | Jun 27, 2012 | Estate Planning, Inheritance |
While not always easy to think about, inheritances are a part of the financial pictures for many baby boomers. Handling an inheritance sometimes requires thought and a game plan, and it is a topic that can be too easily set aside to be dealt with in the future. An...
