Based on multiple true events.
It’s maddening! Chelsea is stuck! Her father executed a power of attorney prepared by a local elder law attorney in 2020 (OK, it was me). The POA has all the necessary bells and whistles to enable Chelsea, his only child, to take care of any … Continue Reading
Does your power of attorney have all the muscle that it needs? A flabby, wimpy power of attorney can be dangerous because it may lull you into a false sense of security and leave you susceptible to getting smacked when you thought you were protected.
Or is your power of … Continue Reading
The annuity guy dropped off the proposal and it has occurred to you that you don’t really know what an annuity is. Or you left my office, and I suggested that a Medicaid Compliant annuity (we'll get to those later -- see below) might be a good strategy.
And you still don’t … Continue Reading
A power of attorney is an overlooked and under-loved document . . . with all the potential of saving your posterior and avoiding a Class A Mess-up! Even if you DO have a power of attorney it may not have what it takes to avoid the Unpleasantness I just referred … Continue Reading
Tying the Knot? Or Just Moving In?
When a client tells me that he or she is considering a second marriage, for terribly unromantic reasons (I guess I’m the anti-cupid...darn lawyer!) I recommend that the client plan carefully—very carefully—before going into a later-in-life … Continue Reading