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Essential Allies: Financial Advisors and Estate Planning Attorneys

This week, our focus on the Blog involves financial planning and the essential role your financial advisor plays in preparing you for retirement. But your financial advisor shouldn’t operate in a vacuum, isolated from other members of your “retirement team.” For this article, we’re considering the question: what good things can happen when a retiree’s … Read more

“One Emergency Away” – One Man’s Journey into Isolation, Dependency

The words “court-appointed guardian” should send a chill down your spine if you are a vulnerable senior or caring for aging parents. The current American system of placing a court-appointed guardian in absolute control of an older adult’s life is rife with potential for abuse. Unsupervised and operating largely behind closed doors, this legal process … Read more

American Bar Association Tells Members to be Wary of Guardianships

The practice of appointing a legal guardian to manage the affairs – and sometimes the daily lives – of vulnerable adults has become highly controversial. Stories of greed and abuse of those under the so-called care of court-appointed guardians has drawn fire from legal and political leaders nationwide. Now the American Bar Association has weighed … Read more

Solid Counsel: How to Select the Right Estate Planning Attorney

If you want advice on how to choose a financial planner – a topic we’ve covered regularly here on the Blog, most recently just last week – there’s no shortage of recommendations. But if you’re looking for ideas on how to choose an estate planning lawyer, the amount of online advice shrinks considerably.   We would strongly suggest … Read more

Understanding the Duties of an Estate Executor: A Step-by-Step Guide

Most individuals only evaluate the role of an estate executor during two specific moments: while structuring their own estate plans or after being asked to manage someone else’s estate. Regardless of an estate’s size or complexity, serving as an executor carries immense responsibility. Many people remain unclear about what the role actually requires on a … Read more

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