Estate Planning is the management of expectations.  The hopes and dreams you have for those closest to you reside next to the expectations held by your family.  You want your loved ones to have the support they need to succeed, but planning involves figuring out the pa...

Vegetables, homework and breaking bad habits.  Parental advice hovers on those three subjects so often that other facets of life rarely receive a mention.  A child is aware of a parent’s financial life at an extremely early age.  Trips to the bank form some of the bedr...

April 29, 2019

1. Having a Will is a basic step in organizing your financial life so that your family will not be overly burdened;

2. You get to choose the person or people who will handle your estate;


3. Wills allow for certain protective trusts to be created within which is really...

March 19, 2019

One family’s warm remembrance of their father: “Dad loved to buy chainsaws and car parts.” The fact that their late father lived in a one-bedroom condo with no yard and did not own a car did not factor into his shopping preferences. The next sentence contained the word...

March 11, 2019

Is there a person who you trust with your life? 

Some eldercare planning questions bring only answers.  The question above almost always brings nervous laughter and a comment concerning a family member’s likelihood of “pulling the plug” too early or too late.  This is t...

February 28, 2019

Watching someone you love struggle to regain the energy and strength they relied on for decades is an experience not soon forgotten. Protecting them requires more than basic day-to-day advocacy. Planning for long term care takes into account a person’s health and their...

February 5, 2019

It is always a pleasant surprise when parents and their adult children arrive in my office in a state of harmony and good cheer. Elder care attorneys bear witness to all types of family units, a fair number experiencing some form of conflict. Children and parents can s...

January 30, 2019

The National Institute of Mental Health , based on 2016 surveys, estimates that 44.7 million adults live with some currently or recently diagnosable Mental Illness as defined by the DSM-IV (Diagnostic and Statistical Manual of Mental Disorders). That is almost 1 in 5 a...

January 14, 2019

I have actually said this sentence while driving at least 20 times in my life: “Why is there traffic today?” My expectation of no traffic was not based on fact.  I had not checked to see if it was a gridlock alert day. I did not examine the latest accident report or co...

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