I often work with families who need to determine the power of attorney (POA) for themselves or a loved one. I have found that most of the time they are unsure of what a POA does, or how to choose the right person for this responsibility. It is important to sit down with a trusted elder law representative, so you are comfortable with this document, and all your questions are answered.
Category: Estate Planning
When it comes to Estate Planning, I work with many different types of individuals and families at different stages of their life and needs. Too often however, clients come to me after a painful road of mistakes. This blog is an attempt to help those out there who are unfamiliar or uncertain about estate planning avoid making three very easy to make mistakes when it comes to planning out their legacy, from being unaware of the need for it to being fearful of what it curtails.
It’s a common misconception that estate planning only involves death-time planning — figuring out what and how to address an individual’s assets after they have passed. In reality, estate planning should also include discussions around life-time planning: how to protect your assets while you’re alive so that they last until you pass on, exploring long-term care options, designating a power of attorney and health care agent, and much more. This is called comprehensive lawyering, and it’s what I offer my clients.