Let's face it: for most people, getting and staying organized is hard. Organizing someone else's finances is not easy either. So, let's say that the time has come for you to step in and help your elderly friend or relative with their finances. If you are lucky, they asked for help at a time when they can guide you in figuring out where they left off and where you come in. If not, it is … [Read more...] about How to Help your Elderly Loved One Organize their Personal Business Affairs
planning
Alternatives to Guardianship
Do you suspect that you may need to seek a guardianship for a loved one? There may be an alternative.... If your loved one is becoming unable to take care of his or her own affairs, you may be thinking about seeking a formal guardianship. If your loved one is still competent to make decisions now (even if you suspect that that may not be the case in the future), you may need to act right … [Read more...] about Alternatives to Guardianship
For Business Owners – The DANGER of Not Having a Power of Attorney & a Will!
If you own a business and haven't made proper arrangements, you are leaving your employees, customers, business associates, and family vulnerable. For instance, what if something happened to you? What if you were 1) disabled and unable to perform your duties; or 2) deceased? Whether you have a family business, a sole proprietorship with employees, have a partner, or are a one-person show, … [Read more...] about For Business Owners – The DANGER of Not Having a Power of Attorney & a Will!
What to Bring to a Will Consultation
So you are finally going to get your will done. This has probably been something that has been placed on your "to do" list and moved to the bottom time and time again. Once you have finally decided to proceed, you've called the estate planning lawyer and made the appointment. Now, what to bring to the appointment? Option One: nothing but a notepad. If you have never had a will before, … [Read more...] about What to Bring to a Will Consultation
