Q. My mother will need care in a Nursing Home, but the cost is beyond our reach. I understand that Medi-Cal can help subsidize that cost if she were eligible for that financial assistance. I also heard that there are new rules now in place that may make it easier for her to qualify. Can… Read More »
Posts Categorized: Power of Attorney
Estate Planning for Surviving Spouses
Q. I recently had to lay my wife to rest after almost 50 years together. Our children keep saying that I should review our estate plan with an attorney to see if anything needs to be done and that all is in order. Do you have any suggestions as to things I should look for,… Read More »
Legal Steps After an Alzheimer’s Diagnosis
Q. My husband was just diagnosed with Alzheimer’s, but still seems to be generally okay. Are there legal steps we should take by way of planning for the future? Yes. Once you or loved one has been diagnosed with Alzheimer’s, it is important to take action to get your affairs in order. Here is my… Read More »
Do I Need To Update My Power of Attorney When Addresses Change?
Q. When I signed my Power Of Attorney a few years back, my primary and successor agents lived at different addresses and had different phone numbers than they do now. In order for it to remain valid, do I need to completely re-do it? A. I do receive this question from clients from time to… Read More »
A Novel Gift Idea for the Graduate
Q. Our grandson will be graduating from college soon, and we would like to get him a gift which recognizes the beginning of his adult life and career. We thought that something of a “legal” nature might be worthwhile, and wondered if you have any ideas? A. Great thought and indeed I do. Why not arrange… Read More »
Are Your Estate Planning Documents HIPAA Compliant?
Q: I heard on a radio program that Living Trusts should be HIPAA compliant, but I didn’t quite catch the full comment. Can you shed any light on this? A. Sure. Most trusts and powers of attorney contain provisions which call for a change in trustee or agent when the maker of these instruments (you)… Read More »
Does a Power of Attorney End On Death?
Q, My wife and I were wondering whether a Power of Attorney that each would give to the other would end upon death? Can you advise? A. Short answer. Yes! A Financial Power of Attorney (“POA”) generally ends upon the death of the principal, the principal being the one who gives the “powers” to an… Read More »
Understanding A “Springing” Power of Attorney
Q. I recently heard the term “Springing” Power of Attorney, but I am not sure what that means. Can you shed any light on this? A. Sure. Broadly speaking, there are two general categories of financial Powers of Attorney: (1) those that are immediately effective upon signing by the principal, and (2) those that are… Read More »