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Elder Law & Estate Planning articles to help guide you

Finding a facility for an aging parent during COVID-19

COVID-19 and Eldercare Facilities COVID- 19 issues are newsworthy again today, November 9, 2020.  First, Pfizer has released headlines saying their COVID-19 vaccine is predicting to be 90% effective.  What great news!  As others are echoing the...

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National Family Caregivers Month

November is Family Caregivers Month November is Family Caregivers Month and we take this time to celebrate those who dedicate their time and energy to providing a safe place for their loved ones. This month is to draw attention to the importance of...

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Caring for a Parent? Get it in Writing.

If it’s not in writing, then it didn’t happen. I have shared this grim sentiment with more clients than I care to recount.  As the story too often goes, you begin helping mom or dad, here and there.  Picking up groceries; making meals; packing...

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The Right Time to Review Your Estate Planning Documents

Time to Review Your Estate Planning Documents? At the end of document signing appointments, when the final stamp and seal have been set, clients often inquire about the “right time” to review or refresh their plan.  While our answer may be a bit...

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Sandwiching is Fiscally Difficult: What Can You Do?

A few years ago, the term “sandwich-ed” became a popular one-word depiction of adult children serving as the “middle” of a sandwich, between two pieces of bread: one side is caring for aging parents and the other is taking care of their own younger...

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Avoiding Issues Gone Wrong in Estate Planning, Part Two

A blog series from the planning team at Disability Planning Partners, Inc. Sally hired a lawyer to draft her Will giving her assets to her daughters, Sue and Sheila, but her largest assets passes to Sally’s brother when she dies.  What?! Sally’s...

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Avoiding Issues Gone Wrong in Estate Planning, Part One

A blog series from the planning team at Disability Planning Partners, Inc. “Oh no, why can’t I use the Power of Attorney to get the Will out of the safety deposit box?” A Power of Attorney document is an incapacity planning document which gives...

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