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Answers to your estate planning questions so you can take care of your family and yourself. Answers to your estate planning questions so you can take care of your family and yourself. Answers to your estate planning questions so you can take care of your family and yourself.
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Archives

Tag Archives for: "conservatorship"
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 What Can Be Done When Senior with Declining Capacity Refuses Help?
0
By Harry Margolis
In Guardianship and Conservatorship
Posted January 14, 2022

What Can Be Done When Senior with Declining Capacity Refuses Help?

Question: My mother-in-law is widowed. She is 80, lives alone, and has been deteriorating (poor hygiene, nutrition, etc.) She has many health problems (currently hospitalized) and appears unable [...]

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 What are Guardianship and Conservatorship?
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By Harry Margolis
In Guardianship and Conservatorship
Posted January 24, 2021

What are Guardianship and Conservatorship?

Once we reach the age of 18, which is the age of majority in all 50 states, we have complete autonomy to make our own personal and financial decisions (within the bounds of the law, of course). [...]

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 What are Trust Accounts?
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By Harry Margolis
In Trustee
Posted March 27, 2020

What are Trust Accounts?

Trust accounts or “accountings” can take a number of forms. The simplest is simply to share bank and investment information with beneficiaries and anyone else entitled to trust [...]

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 Can a Guardian, Conservator, or Agent Live Out of State?
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By Harry Margolis
In Durable Powers of Attorney, Revocable Trusts, Special Needs Planning
Posted June 29, 2018

Can a Guardian, Conservator, or Agent Live Out of State?

Question: Can a guardian or conservator live in a different state from the protected person? What about an agent under a durable power of attorney or health care proxy or the trustee of a special [...]

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 What to Do When Unsavory Pair Move in on Stepmom’s Cottage?
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By Harry Margolis
In Vacation Homes
Posted May 11, 2018

What to Do When Unsavory Pair Move in on Stepmom’s Cottage?

Question: My grandparents bought a 500 square foot cottage on the southern coast of Massachusetts in the 60s. After my grandfather passed away in the early 90’s, my grandmother transferred [...]

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 Should I Get Guardianship for Son with Multiple Diagnoses When He Turns 18?
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By Harry Margolis
In Special Needs Planning
Posted January 5, 2018

Should I Get Guardianship for Son with Multiple Diagnoses When He Turns 18?

Question: I have an adopted son, Nick, who is 17 years old and attends a specialized high school. He is very immature and tests in the low normal for intelligence, short-term and long-term [...]

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 Should You Seek Guardianship Over Your Child with Special Needs When She Turns 18?
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By Harry Margolis
In Special Needs Planning
Posted August 25, 2017

Should You Seek Guardianship Over Your Child with Special Needs When She Turns 18?

When children with special needs reach age 18, their parents are no longer their legal guardians and conservators. They may find that all of the sudden doctors and other health care professionals [...]

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Categories
  • Asset Protection (34)
  • Charitable Giving (10)
  • Durable Powers of Attorney (43)
  • Estate and Gift Taxes (55)
  • Guardianship and Conservatorship (5)
  • Health Care Directives (13)
  • Irrevocable Trusts (49)
  • Long-Term Care Planning (170)
  • Non-Traditional Families (16)
  • Non-US Citizens (23)
  • Pets (3)
  • Practical Matters (15)
  • Probate (37)
  • Property in Other Countries (4)
  • Real Estate (66)
  • Retirement Plans (19)
  • Revocable Trusts (98)
  • Second Marriages (11)
  • Social Security (18)
  • Special Needs Planning (69)
  • Trustee (52)
  • Vacation Homes (3)
  • Wills (50)
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