How to Have a Financial Management Conversation with an Elderly Loved One

Guest Blog By SilverBills Having a conversation with an older adult relative about financial matters may be challenging. However, conversations such as these are essential as they provide an opportunity to talk about what a loved one may need help with as he or she ages. Starting these conversations can sometimes be problematic, as the idea of allowing others to help … Read More

When is a trust necessary or helpful?

There are many causes of mental and physical incapacity and there are many people who are very bad a managing money, and for one reason or another, should not be left in charge of their own investments.  In these cases, a trust may be a good idea.  It can be a revocable trust or it can be an irrevocable trust. … Read More

Q & A About Guardianship and Conservatorship

What is Guardianship? The court approved process of appointing a person or agency to act on behalf of an incapacitated adult who is unable to manage some or all aspects of his or her care. What is Conservatorship? The court approved process of appointing a person or agency to manage the financial affairs of an incapacitated adult who is unable … Read More

Do I Need an Estate Plan?

My short answer to this question is “Yes!” “Oh,” you might say, “of course you would say that; you are an estate planning lawyer and you are drumming up business.” Setting your suspicions aside, let me tell you that everyone has an estate plan already, provided for you by state and federal law.  If you are over 18, and legally … Read More