Life & Estate Planning: Protecting Yourself
and Those You Love



I’M PASSIONATE ABOUT EDUCATING OTHERS

What Does It Mean?

Help! What do you do when your parents begin to need help on a regular basis? What are the options, what does it all mean? When you start investigating resources, it helps to have a working knowledge of the basic levels of care and the services they provide. Home...

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Elder Orphans

Elder Orphans Through a variety of scenarios more people today face aging alone. These “elder orphans” as they are often called have no immediate family on whom they can rely for assistance with their day-to-day affairs or even as an emergency contact for healthcare....

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A Real ID for the Real You

Have you obtained a “Real ID” driver’s license yet? By October 2020 you will have to have a Real ID compliant driver’s license/ID card (or valid passport) to board even domestic flights or access federal buildings. The process to obtain the Real ID certification is...

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Who’s Going to Care?

An incapacity plan puts you in the driver’s seat of your own care. You retain control even as your abilities decline and can lessen the need for a guardianship or conservatorship. Having the right documents in place and knowing how to use them to their best effect is one of the many benefits of working with a Life & Estate Planning attorney.

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Necessary Awkward Converations

Most of us dread discussing end-of-life issues with our parents or spouses.  Many of us wait until too late or have only superficial conversations about this important topic.  The result of not having this conversation is a lost opportunity to perform a last, great...

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8 Quick Legal Checks

Eight Ways to Protect Yourself and Your Family from Legal Trouble Don’t roll the dice.  Take these steps now to avoid costly legal problems. •    Do you know when your driver's license will expire?  Pull it out of your wallet right now and put a reminder on your...

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Can’t I just sign papers at the doctor’s office

If you are lucky the first time you run into your “child’s” new privacy rights will be at a regular “pre-college” check up.  The physician will glance at the chart, notice that your child is now 18 and inform you that you the parent will need to return to the waiting...

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ESTATE PLANNING 101 – 18 year old conversation

The Eighteenth Birthday Conversation The other day a friend mentioned that she recently was at a doctor’s appointment with her 18-year-old daughter.  The doctor started the appointment with a request that the daughter sign a HIPAA release permitting her mother to...

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ESTATE PLANNING 101 Installment 2

Who Do You Love? One pleasure in life is the people we choose to love and care for.  Our parents, our spouse, our partner, our children, our siblings, best friends and so on.  The second step of careful estate planning is identifying the people we most want to provide...

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ESTATE PLANNING 101

Life and Estate Planning is for everyone.  Let me repeat, EVERYONE.  There are three major components to effective life and estate planning; protecting yourself, protecting those you love, and tax planning.  This is the first installment in an ongoing series to...

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