Monthly Archives: January 2015

26 Jan

Legal Resolutions for the New Year

Set achievable goals for 2015 by vowing to update your legal documents and put proper planning in place. It’s important for an experienced elder law attorney to review your planning every 3-5 years, as personal circumstances, state laws, and the nature of your assets may change over time. While every person has unique estate planning

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12 Jan

Gifting with Financial Powers of Attorney

Most people who hold a General Power of Attorney believe that it allows them to do “anything” that could be helpful, if needed. Not True! The opposite is true. It only allows an agent to do what is specifically authorized and has strict limitations. A General Durable Power of Attorney, also known as a financial

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05 Jan

Finding the Right Professionals

Many estate plans require the help of several professionals working together to ensure that your overarching plan for the distribution of your property at your death works the way that you intend. Often plans don’t work out the way you want because your property can be titled in so many different ways. It’s important to

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