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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: "elder orphan"
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 What Do We Do If We Have No One to Name on Our Durable Powers of Attorney?
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By Harry Margolis
In Durable Powers of Attorney
Posted April 17, 2025

What Do We Do If We Have No One to Name on Our Durable Powers of Attorney?

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 [...]

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 How Can an “Elder Orphan” Plan for the Future?
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By Harry Margolis
In Durable Powers of Attorney, Health Care Directives, Revocable Trusts
Posted November 17, 2023

How Can an “Elder Orphan” Plan for the Future?

Question: I have no immediate family nor close friends. I do have some distant cousins and a biological son who was adopted at birth. I’m having a hard time knowing how to start planning [...]

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 Who Can Serve as My Agent If My Children and Family are Estranged?
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By Harry Margolis
In Durable Powers of Attorney, Wills
Posted January 17, 2020

Who Can Serve as My Agent If My Children and Family are Estranged?

Question: Who can I name to take care of my estate if my children and family are estranged from me and I don’t have any friends I would trust to handle things? What are my options here? [...]

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 How Can “Elder Orphan” Plan for the Future?
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By Harry Margolis
In Durable Powers of Attorney, Health Care Directives, Long-Term Care Planning
Posted January 3, 2020

How Can “Elder Orphan” Plan for the Future?

Question: I need an honest answer about how someone like me (an “elder orphan”) should structure my estate planning documents. I am totally alone in my mid-50’s—with no one to [...]

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 How Best Can I Arrange for Financial Management if I’m Single?
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By Harry Margolis
In Durable Powers of Attorney, Non-Traditional Families, Revocable Trusts
Posted October 5, 2018

How Best Can I Arrange for Financial Management if I’m Single?

Question: I’m single, age 71, with no one able or capable to serve as my agent under a durable power of attorney. My concern is what happens if I become mentally incapacitated. I have [...]

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Categories
  • Asset Protection (38)
  • Charitable Giving (11)
  • Durable Powers of Attorney (54)
  • Estate and Gift Taxes (70)
  • Guardianship and Conservatorship (14)
  • Health Care Directives (15)
  • Irrevocable Trusts (77)
  • Long-Term Care Planning (198)
  • Non-Traditional Families (18)
  • Non-US Citizens (43)
  • Pets (6)
  • Practical Matters (17)
  • Probate (66)
  • Property in Other Countries (6)
  • Real Estate (124)
  • Retirement Plans (25)
  • Revocable Trusts (150)
  • Second Marriages (12)
  • Social Security (20)
  • Special Needs Planning (99)
  • Trustee (55)
  • Vacation Homes (5)
  • Wills (69)
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Wondering if a trust makes sense for you?

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Wondering if a trust makes sense for you?

This comprehensive guide provides all you need to know (in plain English).

Harry Margolis book: The Baby Boomers Guide to Estate Planning

Get the Book
(An Amazon Prime Reading selection)

Read Sample Chapters