by Sara Yen | Sep 3, 2013 | Estate Planning
We all know the basic premise. Cinderella’s father adores his young daughter, but he is concerned about his ability to raise her alone after her mother dies. So, he marries ��a woman of good family” who also has two young daughters just Cinderella’s age. The father...
by Sara Yen | Aug 12, 2013 | Estate Planning
This week we examine the unique planning requirements of families with children, grandchildren or other family members (such as parents) with special needs. There are numerous misconceptions in this area that can result in costly mistakes when planning for special...
by Sara Yen | Aug 6, 2013 | Estate Planning
The U.S. Supreme Court delivered a historic decision in U.S. v. Windsor [1] that could have far-reaching effects on seniors, persons with disabilities, and veterans who are married to, or plan to marry, a person of the same gender. This edition of the ElderCounselor™...
by Sara Yen | Jul 19, 2013 | Estate Planning
Most of us know of someone who has been diagnosed with dementia. It is a costly, heart-breaking and life-altering syndrome that is nearly doubling in numbers of people affected worldwide every 20 years [1]. Dementia has affected the likes of Norman Rockwell, E.B....
by Sara Yen | Jul 18, 2013 | Estate Planning
The benefits of a highly detailed, comprehensive power of attorney are numerous. Unfortunately, many powers of attorney are more general in nature and can actually cause more problems than they solve, especially for our senior population. A proper starting point is...
