Dear Hayek,Our son is heading to college for his sophomore year in a couple of weeks. Last year, I was worried about him adjusting socially and doing well academically. Now that I know he is happy there, has a nice group of … [Read more...]
Print This PageComparing Financial Powers of Attorney: Badly Drafted DIY vs. Well-Drafted Documents
May 3, 2024 by
Q. My husband is a handy DIYer, and it has saved us lots money, in many instances. Now, he is insisting on doing our Estate Planning documents, including our Wills and our Financial Powers of Attorney, on his own. I am glad he … [Read more...]
Print This PageCritter Corner: How Can a Power of Attorney Protect You from Exploitation?
May 3, 2024 by
Dear Angel,I was recently listening to a true crime podcast and heard an alarming episode. A woman, Caroline, created a power of attorney for an older man, Charles, and moved into his California home. Charles died shortly … [Read more...]
Print This PageCritter Corner: How Can Seniors Make the Most of Financial Literacy Month?
April 5, 2024 by
Dear Angel,I just read that April is Financial Literacy Month. What are some things I should think about when it comes to Estate Planning and retirement planning this month? Thanks for your help!Fi Nanshill--Dear … [Read more...]
Print This PageCritter Corner: How Can I Help My Husband Make Better Money Decisions?
March 29, 2024 by
Dear Hayek,My husband doesn’t always make the best decisions about money. He has come close to being scammed in the recent past. Do you know of any training he (and I) could take to protect us from financial exploitation? … [Read more...]
Print This PageGetting Remarried? What to Discuss and Plan Before Walking Down the Aisle
March 22, 2024 by
Q. I have been a widower for six years and recently found love again. I asked her to marry me and she accepted. This is new to me, as I had been with my late wife for forty years and then on my own again until recently. What are … [Read more...]
Print This PageWhat You Can and Can’t Do With a Power of Attorney
September 3, 2021 by
Q. My brother, Larry, who never married or had any children, asked me to be an agent under his Medical and Financial Powers of Attorney. Before I accept, I’ve been reading about what my role would entail. I am also considering … [Read more...]
Print This PageWhen Should I Update My Power of Attorney?
June 25, 2021 by
Q. I’ve had a Power of Attorney in place for two decades now. I have moved since then and have had several life-changing events occur. I’m wondering in what instances should someone update their Power of Attorney? What happens if … [Read more...]
Print This PageLiving Together Without Tying-the-Knot? Why Estate Planning is Imperative!
October 22, 2019 by
Marjorie (66), a widow, and Stan (67), a divorcee, have lived together for six years. A decade before, Marjorie watched her husband suffer from Frontotemporal Dementia, which caused him to be violent towards her, until he entered … [Read more...]
Print This PageCritter Corner: Acting in My Sister’s Best Interest
June 2, 2017 by
Dear Angel,My sister named me as agent under her Financial Power of Attorney, and she recently had a massive stroke, so I need to step in and start managing her legal and financial affairs. She’s only 59 years old, so this was … [Read more...]
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