by Christine | Jan 9, 2014 | Beneficiary Designation, Elder Law, Estate Law, Individual Retirement Accounts (IRA), Inherited IRAs |
We say it over and over again. Check your beneficiary forms! Don't let your retirement funds go down the drain. Anything involving the court system is rarely quick and painless (probate anyone?). Fortunately, IRAs can easily be transferred to your loved ones...
by Christine | Dec 31, 2013 | Elder Law, Estate Planning |
Aging parents need to establish a plan and communicate it with their adult kids — and adult kids need to ask their parents about their finances. In our own lives, our parents start and run the money conversations from that first allowance to gearing up for those...
by Christine | Dec 16, 2013 | Dementia, Elder Law, Medical Directives |
Often, proxies are confused about how “do not hospitalize” orders work. Several proxies believed, mistakenly, that a such an order was equivalent to a request to withhold medical intervention altogether. For elderly loved ones in nursing homes, there is a very...
by Christine | Nov 26, 2013 | Elder Care, Elder Law |
Now I am 86 and almost blind. I cannot read the bills that come in the mail nor sign my own checks. I must be escorted to medical appointments. My busy children are kind beyond measure, but I am uncomfortable in these situations. And being uncomfortable makes me sharp...
by Christine | Nov 18, 2013 | Elder Care, Elder Law, Estate Planning |
If you’re handling the finances for an older family member or are about to do so, some sticky challenges can pop up quicker than you think. Managing your personal finances can be a challenge. But what if you had to manage money for someone else? Managing the finances...
by Christine | Nov 13, 2013 | Elder Law, Estate Law |
Millions of Americans are managing money or property for a loved one who is unable to pay bills or make financial decisions. This can be very overwhelming. But, it’s also a great opportunity to help someone you care about, and protect them from scams and fraud....
