May 28, 2019 | Advance Directives, Declaration of Guardian, Durable Power of Attorney, Estate Planning, HIPAA Release, Trusts
Why Ignoring the Importance of Incapacity Planning Can Have Serious Consequences When most people think about estate planning, they think of it as death planning. A good many people unfortunately feel that engaging in this “death planning” will somehow make it...Nov 17, 2018 | Advance Directives, Caregiving, Declaration of Guardian, Elder Law, Long-Term Care Planning
The holiday season is upon us. Some of you may be going home to visit your parents for the holidays. Your parent is getting on in age, but you don’t have a clear idea if there is a plan in place for their care. Is this you? It is a difficult topic to broach;...Aug 26, 2016 | Advance Directives, Declaration of Guardian, Directive to Physicians, HIPAA Release, Medical Power of Attorney
HAPPY BACK TO SCHOOL! I want to start off by first saying I do love my munchkin. However, by the beginning of August, we were both ready for some time apart. He was looking forward to going back to school. I know attention spans are short these days and you are...Feb 19, 2016 | Advance Directives, Declaration of Guardian, Elder Fraud, Elder Law
Insights from a Professional Guardian by Karen Fonville, LMSW, TxCG Private Professional Guardians are professionals with experience in the issues related to guardianship and have met their states credentialing requirements for certification. For the...Feb 10, 2015 | Adult Children, Declaration of Guardian, Durable Power of Attorney, HIPAA Release, Trusts
Late in 2014, the ABLE (“Achieving a Better Life Experience”) Act was signed into law. The law is aimed at achieving a manner in which those with special needs can save money without losing needs based public benefits such as SSI or Medicaid. This is an important...Jun 10, 2014 | Adult Children, Advance Directives, Declaration of Guardian, Directive to Physicians, Durable Power of Attorney, Estate Planning, Healthcare Planning, Medical Power of Attorney, Trusts, Wills
How can young, affluent people plan their estates when the tax landscape may look dramatically different 20, 30 or 40 years from now? Today, the current gift and estate tax exemption is high and the estate tax rate slightly higher than the income tax rate — but that...