Question: I had a client who was POA for her mom (not my client) and they did a POA with the bank using the bank’s POA document instead of a POA with the lawyer (trying to save money), and [...]

Question: I recall two incidents when I was with a CPA firm: the firm’s clients (parents, probably in their 70s) were sued by their adult children over the client’s estate (children’s future [...]

Question: My wife and I have a home with joint tenants with right of survivorship with my elderly mom. We have been taking care of her for a few years. We are thinking that a move to an assisted [...]

Question: What are the top preventive measures that every solo ager (or solo agers to-be) should implement to avoid becoming victims of elder abuse? Response: “Solo agers” are older [...]

Question: My wife and I have absolutely no one but each other to be our agents under our powers of attorney. After one of us passes, is there a place or a kind of firm that could assume that role [...]

Question: My mother’s house is in a life estate with the remainder in my sister’s and my names. She (our mother) is 86. When she passes how do we determine how much in capital gains [...]

Question: I have a living trust done in the State of West Virginia back in 1994. I moved to Florida in 2023. The trust was reviewed and amended by attorney in 2016. Q1. How do I update the trust [...]