I am often asked how to avoid personal financial elder abuse down the road. The first step is setting up a Durable Power of Attorney to appoint someone you trust to handle your financial matters if you are not able to do so yourself. However, it is also important to make sure that a copy […]
Entries Tagged as 'Trusts'
Avoiding Financial Elder Abuse
July 2nd, 2008 · No Comments
Charity starts at home, but it does not have to end there
June 27th, 2008 · No Comments
Many people give to charities during their lifetime, but never think about making a gift to those charities at death. Leaving a legacy can be very simple. You can make provisions for a charity in your Will, your Living Trust or you can provide for a charity to receive the benefits of your life insurance […]
Tags: Estate Planning · Trusts
Local Care Givers and Advocacy Services: the other Estate Planning
June 10th, 2008 · 1 Comment
Setting up a complete estate plan and identifying people you trust to act under a Durable Power of Attorney, Patient Advocate and a Revocable Trust is the first step to protecting your assets. The next step is collecting information on local care givers who can assist you with home health care and organizations that could […]
Tags: Estate Planning · Trusts