Category Archives for No.More.Tears.

Are States Doing Enough To Prevent “Elder Fraud?” Most Think They Aren’t

Financial crimes against the elderly are an increasing problem in the U.S. However, most states are not doing enough to fight it.

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Expect the Unexpected and Planning is the Cure for the Unexpected

Charlotte Fox mountaineer

Charlotte Fox was one of the most adventurous women I have heard about. She was a serious mountain climber…acclaimed for reaching the summit of many of the world’s tallest mountains. She was the first American woman to climb three peaks above 8,000 meters, including Mount Everest in 1996. That climb will forever live in infamy […]

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Have the “tough conversations” with your Family Members

It is very important that elderly people talk to their younger family members about what their needs are and what they might be in the future. Too many people are not having those conversations.

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“Guardianships” Can Be Tragic If Established “After The Fact”

One of the most gut wrenching parts of being an estate planning attorney is when someone doesn’t have a plan in place for “guardianship” of their children. It is the one area that is heartbreaking when I see it happen. When it isn’t dealt with before the fact, the “after the fact” situation can be […]

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Digital Assets…Locked Today, Open Tomorrow

You need to make sure that no one else can access your digital accounts now. However, you also need to plan, so that someone else can have access to them, after you pass away.

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How does “effective” Estate Planning really work?

There seems to be a lot of confusion about not just how Estate Planning works but why it works so well…when created the right way. Let me try to clear up some of the confusion for you with a live story about a couple that might have some similar issues to your own situation. It […]

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Have You “Lost” Any of Your Retirement Accounts? Do You Even Know?

Many elderly Americans are entitled to a lot of money that they may have forgotten about or do not know how to locate, because they have lost track of old retirement and pension plan information.

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Where People Get Confused About Wills and Trusts

While it is not possible to dispel everything that people mistakenly believe about wills and trusts, a few things come up often enough that it is important to make sure you do not hold these mistaken beliefs.

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Are You Leaving Your Health Care Decisions Up to Others?

If you do not plan ahead for what might happen to you if you are ever incapacitated, then your family (or others) will have to make health care decisions for you. That can cause them a lot of stress and may not be the wishes you have.

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When (and How) Should You Change Your Estate Plan?

It is important to change plans, when things change that make your previous plans bad.

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