Category: Power of Attorney

Everyone Over 18 Needs One of These…

By elisa on May 15, 2013 in Asset Organization, Asset Protection, Disability, Funding and Asset Titling, Power of Attorney, Risks of joint ownership

At our house we like to watch the old shows like Little House on the Prairie and Andy Griffith. Bailey, our 6-year-old, loves watching “Half Pint” and Barney Fife. Those are great shows and they reinforce some great old-fashioned values. In estate planning, there are often changing laws and new legal strategies. But there are [...]

Why You Need a Healthcare POA

By David Edwards on May 15, 2013 in Disability, Power of Attorney

What does signing a Healthcare POA do for me? We talked previously about how a POA differs from a DNR. A Healthcare Power of Attorney is a very useful legal document that provides authorization for someone to act on your behalf regarding medical care when you are unable to do so yourself. Signing a Healthcare POA [...]

Estate Planning Quiz: 8 Questions to Help You Know Where You Stand

By David Edwards on Apr 16, 2013 in Aging Parents, Divorce Risks, For Your Business, For Your Kids, Grandchildren, Kids' Inheritance, Long Term Care Risks, Marriage & Remarriage, Name Guardians, Nursing Home, Parents, Power of Attorney, Tax, Wills and Trusts

Answer these 8 questions to find out where you stand with your estate planning.

“You’re NOT the boss of me!!”

By David Edwards on Feb 27, 2013 in Aging Parents, Asset Protection, Cost of Poor Planning, Kids' Inheritance, Long Term Care Risks, Nursing Home, Parents, Power of Attorney, Wills and Trusts

We all have control issues. Cole, my son, is 2-years-old now. (The Terrible Two’s!) Yes, we have our share of yelling, “NO!!” and throwing full tantrums on the floor. Toddlers are just beginning to understand how they can exert control on the world around them, which makes for an interesting family life for a while. [...]

Granny We Need to Talk: Questions that Can Stop Elder Fraud in Its Tracks

By elisa on Jan 28, 2013 in Aging Parents, Asset Protection, Asset Protection Trusts, Charitable Giving, Grandchildren, Parents, Power of Attorney, Risks of joint ownership

In our past two posts we talked about how Elder Fraud is on the rise and the types of fraud to look out for. Here are 7 questions to ask your friends and loved ones that can raise red flags about the possibility that they are being set up as a target for Elder Fraud: [...]

Granny, Can I Borrow Your Flat Screen TV? Types of Elder Fraud to Watch Out For

By elisa on Jan 21, 2013 in Aging Parents, Asset Protection, Nursing Home, Parents, Power of Attorney

In our last post we talked about how Elder Fraud is sadly on the rise. In this post we want to give you a heads up about specific types of fraud to look out for. Scams to watch out for from strangers: Fake prizes and sweepstakes Too good to be true investments Donations to phony [...]