Most of us understand beneficiary designations when it comes to life insurance accounts, retirement benefits, even Transfer on Death Deeds. And, most may even understand how those assets do not need to pass through a probate process because of that…
Manny, 84, and Alice, 79 have both retired and plan to support themselves in their home with their own hard-earned assets. They either never applied for or have never qualified for long-term care insurance. Their home is paid for and…
Estate Planning: “When It Comes to Selecting Agents and Representatives, More Isn’t Always Better.” When there is more than one obvious choice for Personal Representative (of your Will), Agent (for your Health Care Directive), or Attorney-in-Fact (for Power of Attorney),…
Estate Planning: “It’s Never Too Early, But It May Be Too Late To Write A Will” “Any person 18 or more years of age who is of sound mind may make a will.” (Minn. Stat. 524.2-501). Most people don’t think…
Elder Law: For this 3-part series on Transitions, the final reference to the pilot training philosophy, C-A-N, after Communicate and Aviate, is Navigate. In pilot-speak, this implies “work your map and make a plan to get there.” I imagine the…
Elder Law: “Making Your Transitions Easier (3-Part Series) Part II: Legal Documentation and End-of-Life Planning” Elder Law Issues: Continuing with application of pilot training, the next part of the acronym, C-A-N, after Communicate is Aviate – in pilot speak, this…
Part I: Communication Early and Often with Your Elders Issues in Elder Law: I was talking with a friend of mine who is a small-engine pilot. She often talks about pilot training and how that training can be an applicable…
“Same-Sex Marriage – Where you live may matter” I recently attended a panel discussion sponsored by NAELA (National Academy of Elder Law Attorneys), which was followed up in an article this month by Jan G. Zager, Esq., “The DOMA Decision…
I listened to a short interview with Adrienne Mitchell interviewing Patricia Stalzer, regional director of trust services for B-Mo Private Bank on Money Markets and More – http://www.marketwatch.com/podcast/player/audiopopup/5C5447C8-368D-49F5-A41A-01814EAE6653 (August 20, 2013, 3:33pm EDT) “Are your digital Assets part of your…
As I mentioned in Part 1, TSA’s both define your relationship with the service provider/host and determine which tools you will use to assist your agent with accessing, distributing, and/or deleting your digital assets. So, review them – each…