OUR WRITING / BLOG

  Two Agents is One Too Many “The bank and the broker won’t accept our power of attorney,” came the report from my client. This is the exact opposite of what one would want and expect. Unfortunately, it is happening more frequently. Moreover, it happens most often when two or more people are named to […]

Old estate planning challenges have been exacerbated by the pandemic. New estate planning challenges have emerged. My approach to estate planning will forever be changed. Here is some of what I have learned. 1. Your heirs will need to have patience. Probate is a document intensive process to pass assets from your name to the […]

Son Elderly Father Cane

Covid-19 has been devastating for our elders. Our parents and grandparents, aunts and uncles, are suffering terribly from loneliness and fear. I hear about my older clients and family friends saying, I would rather die than live like this. Is the generation that survived the Great Depression, World War Two, the Cold War, and the […]

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