Category Archives for Blog

Can Your Bank Refuse Your Power of Attorney?

Durable financial Power of Attorney

If you find it more difficult in recent years to have your Power of Attorney recognized by banks and financial institutions than previously, it might help to know some of the history behind both changes in the law and in attitude.  Under Act 95, a Power of Attorney law passed in 2014, substantial changes were […]

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Deal Kindly With Unequal Inheritances


When a parent is inclined to leave a child out of her Will, it can lead to unintended consequences.  Disinheriting one or more children is usually not recommended if for no other reason than continuing family discord after your death.  However, relationships are complicated and, if your intent is serious, before taking that step there […]

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Safety Questions When Deciding To Stay At Home


When asking healthy adults whether they would rather stay at home or move to a nursing home, the answer is obvious.  When residents of facilities are asked if they would like to come home, the answer is often the same.  Studies demonstrate that most people would rather stay home and “age in place.”  The exceptions […]

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How the Government Shutdown Affects Us

Now that the government’s partial shutdown is entering its fourth week, Americans are asking not just how long it will last but also how it affects them and those close to them. For some estimated hundreds of thousands of government workers the answer is obvious. They have gone without at least one paycheck and are […]

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Do You Need To Retire?

Do You Need To Retire

When you reach a certain age – it could be 65 or somewhat older or younger – someone will likely confront you and ask what are your retirement plans or even assume you must be or should be retiring. Retirement for many who either have generous defined benefit pension plans or have saved over the […]

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Second Marriages Might Complicate Long Term Care

Second Marriages Long Term Care

When illness strikes you do not usually think of legal relationships but when a spouse needs serious care and is married to a second wife or husband, family relationships can bring with them unexpected problems and conflicts both for the second spouse and for children by a prior marriage. This is what sometimes happens. Suppose […]

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How Much Does It Take To Be Rich

A recent article in Financial Advisor, an on-line magazine targeting financial planners, attracted my attention with its title “Here’s How Much Money You Need for Bankers To Think You’re Rich,” The article authored by Suzanne Wooley and cited back to Bloomberg News, was intriguing especially since I had heard informally that bankers value a […]

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Plan Early But Keep Changing the Plan to Age Well

Many of the plans our office handles are what we call “crisis plans.” While crisis planning may seem a contradiction in terms the thought being that, if there had been planning there would not be a crisis, this is not necessarily so. Stuff happens. Plans change. After thinking through a well considered plan for future […]

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