Question: I have an elderly father with late-stage Alzheimer’s Disease. My sister has POA for him. I asked her 2+ years ago for information on his assets and investments because I wanted to [...]
Question: I have a health care proxy which is current. I have an old will but since my husband has died, the will also includes a directive that all assets should go to our children. The will is [...]
Question: In your blog post “How the Community Spouse Can Keep More Assets” you outline an example wherein husband John’s Alzheimer’s has progressed to a point that his wife, Joyce, [...]
Question: My mother granted me her durable power of attorney six months ago and she now has rapidly advancing dementia but I am not sure how to use it. Response: You need to take the original [...]
Question: If I spend my winters in Florida, should I have separate Florida estate planning documents? Response: As with many responses to legal questions, the answer is yes and no, one being the [...]
Question: I have a durable power of attorney for my father who now has dementia. Does that mean I can go on-line as him to, for instance, manage his account with Social Security, read medical [...]
Question: Do you need a lawyer to prepare a durable power of attorney or can you use an on-line form? Response: Everyone should appoint an agent under a durable power of attorney to step in in [...]
Question: I’ve read that some states have enacted statutes that require financial institutions to honor durable powers of attorney. Do Massachusetts and New York have these statutes? And, I [...]
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 [...]
Queston: Many of the suggestions you give to protect seniors from fraud involve children — children as co-trustees of revocable trusts, as joint account holders, etc. What do you recommend [...]
