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Estate Planning

Jun 11, 2019

Special Needs Planning: Don’t Get Stuck Giving Unnecessary Money to the State

Special needs planning requires special expertise. I sat down with a new client last week and asked to review her old estate planning documents. Her Will included a special needs trust for her young adult child with autism. The document was prepared by a prestigious firm, so I was shocked to find that the trust was completely wrong.» 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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