Author Archives: Site Administrator
New Blood Test May Make Alzheimer’s Diagnosis Easier
Researchers at the University of California – UC San Francisco have analyzed the blood test in more than 300 patients and believe that they will see such a test available in doctor’s offices within five years, according to a press release from The University of California- San Francisco’s entitled “New Blood Test Could Make… Read More »
C19 UPDATE: If You Have Not Yet Named Someone with Medical Power of Attorney, Do It Now
If you have not yet named someone with Medical Power of Attorney (which is also called a Health Care Proxy), stop procrastinating and get this crucial planning in place now. What is a Medical Power of Attorney? A medical power of attorney is a legal document you use to give someone else authority to… Read More »
When Is It Time For My Dad To Give Up The Car Keys?
Because the odds of a fatal crash go up significantly at 70, adult children want to make sure their elderly parents do not become part of those unfortunate statistics. Taking a proactive approach to making certain that a parent or other vulnerable adult is still fit to drive is the key, says AARP in… Read More »
Should You Name a Trust as an IRA Beneficiary?
An IRA may not be placed into a trust while the account owner is alive. An IRA also may not be owned by more than one person. The IRA owner can name a trust as a beneficiary of an IRA. Just because you can do this, does not mean it is a good idea,… Read More »
Do You Need a Revocable Trust?
A will lets you determine how your property will be distributed when you die, and a revocable living trust also accomplishes that task. However, the owner of the trust can make strict stipulations about how specific assets should be distributed, says Barron’s in the article “Revocable Living Trusts Can Help Your Heirs Avoid Probate…. Read More »
C19 UPDATE: Emergency Estate Planning Decisions to Make Right Now
Though it may be hard not to panic when the grocery store shelves are empty, the number of confirmed cases of COVID-19 keeps rising, and we see sobering statistics across the globe … we will not overcome this challenge with a panicked response. Nonetheless, there are certain things we all need to be doing… Read More »
What Is So Important About Powers Of Attorney?
Powers of attorney can provide significant authority to another person, if you are unable to do so. These powers can include the right to access your bank accounts and to make decisions for you. AARP’s article from last October entitled, “Powers of Attorney: Crucial Documents for Caregiving, ” describes the different types of powers… Read More »
Your Estate Plan is a “Dynamic Document”
One of the most common mistakes people make about their estate planning is neglecting to coordinate all of the moving parts, reports the Dayton Business Journal’s article “Baird expert gives estate planning advice.” The second most common mistake is not thinking of your estate plan as a dynamic document. Many people believe that once… Read More »
Creating an End-of-Life Checklist
Spend the energy, effort, and time now to consider your wishes, collect information and, most importantly, get everything down on paper, says In Maricopa’s recent article entitled “Make an end-of-life checklist.” The article says that a list of all your assets and critical personal information is a guarantee that nothing is forgotten, missed, or… Read More »
What Do We Know about Early-Onset Dementia?
Rita Benezra Obeiter, 59, is a former pediatrician who was diagnosed several years ago with early-onset dementia, a rare form of the disease. When this occurs in people under age 65, the conditions cause additional and unique issues because they are so unexpected and because most of the potentially helpful programs and services are… Read More »