» Estate Planning

Power of Attorney for Estate Planning

March 7th, 2017
  Banks Refuse to Honor a Durable Power of Attorney Because of a Small Name Problem A Durable Power of Attorney (“POA”) can be a useful tool in estate planning.  In a POA, a person termed the “principal” gives legal authority to a diff… Read More
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Categories: Estate Planning, Power of Attorney

Banks Refuse to Honor a Durable Power of Attorney Because of a Small Name Problem.

February 16th, 2017
Banks Refuse to Honor a Durable Power of Attorney Because of a Small Name Problem. A Durable Power of Attorney (“POA”) can be a useful tool in estate planning.  In a POA, a person termed the “principal” gives legal authority to a different… Read More
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Categories: Estate Planning, General Interest, Power of Attorney

Time for a Change

June 10th, 2016
We often say here at the firm that change is one of the few certainties in life. Depending on our stage of life, change can be exciting, fun, relieving, and anxiety-provoking. It is safe to say that change can be hard to endure. Older adults who have… Read More
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Categories: Adult Children, Aging in Place, Aging Parents, Assisted Living, Dementia, Elderly Safety, Estate Planning, Estate Planning, Family Caregiver, Health, Home Care, Independent Living, Life Care Coordinator, Life Care Planning, Long-Term Care Planning

Dispelling a Malicious Myth: Irrevocable Trusts Aren’t Irrevocable

May 25th, 2016
It’s counterintuitive, we know: irrevocable trusts are revocable (and amendable). Unfortunately, irrevocability is a malicious myth. The uninformed could spend years relying on an old, out-of-date trust that could be updated and improved without to… Read More
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Categories: Estate Administration, Estate Planning, General Interest, Newsletter Archive, Trusts
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    Hank’s primary focus is on the needs of his clients and what works best for them in their individual circumstances. He is very practical and works to educate his clients without being condescending. At the same time, he keeps himself up to date… Read More
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