by Christine | Oct 14, 2014 | Conservatorships, Elder Law, Estate Plan, Estate Planning, Family Meeting, Living Will, Power of Attorney, Probate, Trusts |
Talking to family members about estate planning and legacies can be difficult and even painful. Those discussions, however, will almost certainly be less painful in the long run than the stories children may make up after parents are gone about why they made the...
by Christine | Sep 25, 2014 | Conservatee, Conservator, Conservatorships, Estate Plan, Estate Planning, Inheritance, Living Trust, Living Will, Long Term Care, Long Term Care Insurance, Medi-Cal Long Term Care, Medicaid, Medical Directives, Probate, Trusts, Wills |
The most important thing for any patient with a long-term illness is to focus on his overall health and mental outlook. Having financial plans in place allows a patient to set other worries aside. How do you plan for future illnesses or tragedies? The "what...
by Christine | Sep 17, 2014 | Advanced Health Care Directive, Conservatorships, Estate Plan, Estate Planning, Estates, Guardianships, Power of Attorney, Probate, Trusts |
After traveling to Mexico for spring break, Alex developed a severe intestinal bug that landed him in the college infirmary. Franc rushed to visit him there, only to find that doctors refused to discuss his son’s condition, citing privacy concerns. If you have a...
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 | Jan 30, 2012 | Advanced Health Care Directive, Conservatorships, Durable Power of Attorney For Finances, Elder Law, Estate Planning, Guardianships, Trusts |
I am often asked "When do I need to amend or revise my estate planning documents?" I recommend that if any of the following events occur, you should review the potential effect of such event on your estate planning documents, your plan of disposition, and...
