News & Analysis as of September 21, 2024

Elder Issues

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Estate Planning is a process where individuals prepare or plan for the settlement of their personal affairs in the event of incapacitation or death. Estate plans typically include provisions relating to the disposition of assets, guardianship of minor children, and appointment of representatives to make medical and financial decisions. Effective estate planning can decrease tax liability and facilitate the probate process. less -

[Webinar] Estate Planning Doesn't Have to be Scary - October 26th, 12:00 pm - 1:00 pm EDT

Chambliss, Bahner & Stophel, P.C. on 10/6/2023

Planning ahead for the unknown can be frightening and intimidating. However, our team is here to expel the spine-chilling misconceptions of advance directives, estate planning, and estate administration. Sally Brewer,...more

Create an Eldercare Plan for an Elderly Loved One

Adler Pollock & Sheehan P.C. on 2/15/2022

No one would expect you to operate a business without developing a business plan. Typically, you would review the plan annually and modify it to accommodate your needs. Yet many people don’t follow similar practices for...more

4 Reasons You Need a Custom Financial Power of Attorney for Medicaid Planning

Ruder Ware on 5/11/2021

We all want to save time and money when possible. So, when I am asked if the standard Wisconsin power of attorney for finances is sufficient, I understand the motivation to put a crucial document in place quickly and...more

Unpacking Your Estate Plan When Moving to North Carolina

Ward and Smith, P.A. on 7/9/2020

If you have recently moved to North Carolina, you are not alone. According to the U.S. Census Bureau, more than 300,000 people who called North Carolina home in 2018 lived in another state the previous year. Whether your...more

Isn’t an Online Financial Power of Attorney Form Good Enough?

Ruder Ware on 2/28/2020

When people ask me what they can do to make things easier for their loved ones if something happens to them, the first question I ask is if they have power of attorney documents in place. A good financial power of attorney...more

Caregivers Are Getting Younger, Making Planning for Long-Term Care Even More Important

Chambliss, Bahner & Stophel, P.C. on 2/19/2020

As baby boomers age, more and more millennials are becoming caregivers. Many are taking on this role while just getting started in their own lives, leading to difficult decisions about priorities. Proper planning can help...more

Do You Have the Right Fiduciary?

Chambliss, Bahner & Stophel, P.C. on 1/28/2020

A fiduciary is a fancy legal term for the person who will take care of your property for you if you are unable to do it yourself, such as the executor of an estate, the trustee of a trust, or an attorney-in-fact under a power...more

Durable Power of Attorney: Is yours "Hot" Enough?

Cranfill Sumner LLP on 12/16/2019

Many states, including North Carolina, allow people to execute certain legal documents called Powers Attorney. In a Power of Attorney, a person, called the Principal, can appoint other trusted individuals, called Agents, to...more

Senior Planning Checklist

Cranfill Sumner LLP on 12/16/2019

When preparing for the future, seniors and their families can follow this check-list to ensure their needs have been addressed....more

Drafting a Power of Attorney that Lessens the Chances of Abuse

Chambliss, Bahner & Stophel, P.C. on 6/25/2019

A power of attorney is one of the most important estate planning documents you can create, but it is also one that can be misused. While it isn't possible to entirely prevent the possibility of abuse, there are steps you can...more

Mental Capacity: An Easy Challenge Or A Tough Road?

Lowndes on 5/17/2019

As the population in Florida continues to age, litigation stemming from allegations related to lack of capacity is on the rise. Family members or other beneficiaries looking to challenge legal documents often gravitate...more

Choosing Guardianship for Seniors – Five Factors for Consideration

Lowndes on 3/22/2018

A guardianship is a wonderful vehicle to assist seniors and their families in certain difficult situations. Filing a petition for appointment of a guardian over a loved one is a difficult decision that involves discernment...more

Mom Always Knew Best

Chambliss, Bahner & Stophel, P.C. on 10/13/2017

"Amy, I really need to talk to you about something important." My mom said this to me weeks after we found out that her cancer, which she battled for over five years, had returned. My mom and I were very close and talked...more

2016 Changes to the Pennsylvania Power-of-Attorney Law

K&L Gates LLP on 10/17/2016

On October 4, 2016, Governor Tom Wolf signed into law technical corrections to the Pennsylvania power-of-attorney law designed to address deficiencies in the law included in amendments previously enacted in 2014. In addition,...more

Revoking a Power of Attorney

Chambliss, Bahner & Stophel, P.C. on 9/15/2016

If for any reason, you become unhappy with the person you have appointed to make decisions for you under a durable power of attorney, you may revoke the power of attorney at any time. There are a few steps you should take to...more

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