2020-03-20T14:52:57+00:00March 20th, 2020|

We know there is a growing concern within our local and worldwide communities due to COVID-19 and are committed to taking the necessary measures to remain open to help you and your families during these difficult times. We want our clients and families to know that we are staying informed about this issue and how to [...]

Two Reasons Why Testamentary Capacity Matters to You

2020-12-17T13:48:16+00:00October 31st, 2019|

Testamentary Capacity Matters, No Matter Your Age Testamentary capacity sounds like one of those boring legal terms most people want to ignore. In our profession, this issue presents itself with increasing frequency. No matter your age, it matters to you and your economic well-being. The problem doesn’t just relate to a person’s will being contested. [...]

What is an Elder Law Attorney?

2020-12-18T16:19:46+00:00May 14th, 2019|

Elder Law is a specialized area of legal practice that focuses on the type of client served rather than on the specific legal question involved. An Elder Law Attorney has a practice centered around the issues that impact older adults and people with disabilities. Because the Elder Law Attorney is committed to a type of [...]

Ancillary Probate – Avoid the Trouble and Expense

2020-12-18T16:21:53+00:00September 26th, 2018|

Ancillary probate and out-of-state assets Eric’s dad, Richard, had enjoyed the benefits of a great career as an orthopedic surgeon. He was proud of his spacious home in Chesterfield, his small but impressive collection of sports cars, and his vacation home in Montana. His investments included mineral rights in Texas and Utah. When he passed, [...]

Legal guardians – Are Your Kids Really Set for School?

2020-12-18T16:22:19+00:00August 27th, 2018|

Details matter. Sam and Lara were recently in our office updating their estate plan. Lara asked one of those all-important “what if” questions related to their grandchildren. She wanted to know what would happen to the children if tragedy befell both parents while the kids were in school. Lara’s concern is valid. She’d recently heard [...]

Comparing Senior Communities – Ease the Frustration

2020-03-19T21:01:20+00:00July 17th, 2018|

James and Sarah came to us for help regarding her Mom’s estate plans. In their case the solutions were relatively simple. What wasn’t simple, however, was comparing senior communities for her mom. As they shared their story, it was clear that they were worn out, at the end of their rope. After visiting 15 communities, [...]

Seniors Enriched Through Volunteering with the Red Cross

2020-12-18T16:22:50+00:00June 18th, 2018|

How will you live a rich and rewarding life after retirement? Is your bucket list enough to do it for you? This question looms large in the minds of those approaching the age of 65, and even more for those already retired. We know that seniors now live longer than previous generations. That presents several [...]

Seniors, Aging, and Companion Pets

2020-12-18T16:23:18+00:00May 23rd, 2018|

Mitch recently worked with us on his father’s estate plan. He mentioned how much his dad has enjoyed having a companion dog. We’ve been hearing more lately about service dogs in general. From our perspective, it brings up questions about seniors, aging and companion pets. Who can benefit from companion pets, how do they help, [...]

Remove the Mystery with a Letter of Instructions

2020-12-18T16:27:45+00:00April 23rd, 2018|

Will your family know what to do after you pass, or will it be a mystery? Don’t leave them with the frustration of being in the dark. When a loved one dies, no one wants to play hide and seek for critical documents and key information. Instead, leave a letter of instructions. Betty was recently [...]

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