Do I need a trust?
For an elderly person with addiction, things are completely different.
As I shared a few months ago, my siblings and I are going through the motions once again of what to do with an aging parent. This time, it is our father. He is 74-years old and dealing with some harsh outcomes from years of making poor health decisions. Suffice it to say, if you … Continue reading Know your limits. Aging parent.
We are extending our estate plan special through the end of 2020, on a limited basis, first come, first serve. Because our trial calendars are getting back to normal, Bill and I will be limiting new client intake to just four clients per week. Every package includes: telephone consultation with attorney, last will & testament, … Continue reading Limited Offer – Estate Plan Special!
We completed a lot of estate plans for folks during the Coronavirus Special we ran during the month of April. Here were the most common fears my clients had:
As my father ages, my sisters and I are, once again, collaborating on how to "solve" the problems. When do we need to move him to a nursing home? What to Evaluate? The short answer is the existing dwelling and the person's ability to perform activities of daily living (ADL's). We can delay a move … Continue reading When do my parents need to go to a nursing home?
Here are some things you should consider for your aging parent: Grab Bars, Grab Bars, Grab Bars Did I mention grab bars? Bathrooms are a huge fall risk! Depending on the shower design (walk-in versus tub/shower combo), you'll need some outside the shower, insider the shower, and near the camode as well. The other place … Continue reading Hacks for Your Aging Parent
Quick update - one year after moving mom into nursing home.
It is the beginning of 2020 and I'm looking over the financials. My household, the firm finances, and Mom's finances - I guess it is just that time of year. One of the biggest safeguards against self-dealing, or a fiduciary misappropriating funds, is the disclosure of information - particularly to beneficiaries. This is the reasoning … Continue reading First Year of Assisted Living Costs – Columbus, Ohio
My sisters and I have undertaken the cleanup of my mom's house. Increasingly, it is clear that it is not a good environment for her. Regardless of if Mom stays in a facility with a nursing staff or we move Mom into a condominium or an apartment, keeping her in a three bedroom, two and … Continue reading Working with Siblings
My sisters have been in town helping me clean-out my mom's house. She never threw anything away, so she has three houses worth of stuff under her roof. It is ridiculous. During our time together, my sisters and I were kind of reminiscing over the journey with mom, childhood, and how we got to where … Continue reading If I Could Talk to Me, 15 years ago… Lessons Learned From Caring for a Mom with Bi-Polar Disorder
I moved mom into an elderly retirement community with nursing care about three months ago. It was the best decision I have ever made for myself, and for her. She was probably calling me 30-40 times per week, now she is averaging 2-3. She has gone from being clinical for three months, to now stay … Continue reading Three Month Update – Caregiver
Who gets paid from an estate when someone dies?
A guardianship is a legal action that is filed in the probate court. The issue for the court to decide is whether or not the person in question, the proposed ward, is in need of a guardian, and, if so, who should serve as the legal guardian? While these actions are common in cases of … Continue reading Guardianship – what is it?
Fair question. The answer, very logical. A "durable" power of attorney must be printed on 40lb bond paper. No, that's not what makes it durable, I swear, this stuff is funny - to someone (okay, maybe just me). A Power of Attorney document is based entirely in agency law. Rule One of agency law - … Continue reading What makes a Power of Attorney “durable”?