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Asset Protection

Feb 06, 2020

Tomorrow May Come Sooner Than You Think…

We recently had a new client come to see us regarding life care planning at the urging of her children. She was the primary caregiver for her husband who has advanced dementia and needs 24-hour care. She was in good health and felt she was managing well for the moment but was interested in beginning a discussion about what her options would be if his care needs increased or if something happened to her.» Read More

Jun 17, 2019

Will I Be Able to Delete My Dad’s Facebook Account or Access His Cellphone Photos After He Is Gone?

Last week I was in the airport returning from a visit with my father when I read a poignant New York Times article that describes a too-common scenario. Families find themselves facing the unexpected loss of a loved one and end up grappling with a mundane but important task – accessing the digital life of the deceased.» Read More

May 06, 2019

How Can I Protect Myself From Financial Exploitation as I Age?

In our office, we think a lot about solo seniors – older adults who live alone and have no immediate family. Right now we are working on an unfortunate case where multiple bad actors took advantage of a vulnerable woman, taking hundreds of thousands of dollars.» Read More

Feb 26, 2019

Solo Seniors

Last week I saw a new client who was seeking to be appointed as administrator of her friend’s estate, motivated by the fact that her friend had no family.  She had died unexpectedly and my client had called the police after trying repeatedly to reach her friend.» Read More

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