by Ronald Malabo | Jul 10, 2023 | Blog
What Happens if Well-Spouse Dies First? Many of our clients have the situation of one spouse needs nursing home care, and the other “well” spouse sell lives at home. When we are able to work with families on financial planning, we often can have the “sick” spouse’s...
by Ronald Malabo | Jul 7, 2023 | Blog
Steps to Set up and Manage an Irrevocable Trust A trust is a legal agreement between two or more parties that grants one party, or trustee, specified assets while the beneficiary, or the person for whom the trust is established, retains ownership of said assets. If...
by Jill Burzynski | Sep 3, 2018 | Alzheimers and Dementia, Blog, Expert Video, Guardianship, News Article
After answering the question “What is Power of Attorney” I’m often asked to prepare a Durable Power of Attorney for parents. This question inevitably leads to further conversation. The threshold question is “why are your parents not calling...
by Jill Burzynski | Jul 16, 2018 | Blog, Guardianship, Video
“What is a guardian?” is a question I often hear when adult children have to come to terms with an aging parent who is failing cognitively. Guardianship is the legal process whereby a person who is functionally incapacitated is judicially determined unable...
by Jill Burzynski | Jun 8, 2018 | Alzheimers and Dementia, Blog, Guardianship
Guardianship is the legal process whereby a person is determined to be incapacitated and another person is appointed to make decisions on behalf of the incapacitated person. This process should considered as a last resort….when no other methods can be used to...
