Mastering Financial Caregiving Techniques with Beth Pinsker
Embracing Family Through Adoption with Michele Katz
Navigating Solo Aging with Dr. Gerda Maissel
Law Brief: Alexis Gruttadauria and Rich Schoenstein Discuss Why You Need an Estate Plan
Think of passing an estate to your family like handing over a safe deposit box full of valuables: if the key (a valid will) is clear and everyone knows the code, the handover is calm. If you lose the key, the box stays...more
Let’s face it, we don’t necessarily want to start planning for what happens when we die—who gets all my “stuff”? Where do I want to be buried? How do I make sure my wishes are followed? ...more
Both before and after a child reaches the age of majority (usually 18 in most states), an advance directive can play a critical role in who has access to medical information and who may make or carry out health care decisions...more
In Virginia, when a person (the principal) signs a power of attorney (POA), they authorize an agent to act on their behalf. Transparency is essential. If an agent will not provide information, concerned loved ones must act...more
In In re Gregg, Kenneth Gregg, an elderly man with dementia, transferred property to his son Monte Gregg in 2023. No. 07-25-00035-CV, 2025 Tex. App. LEXIS 3805 (Tex. App.—Amarillo May 29, 2025, no pet.)....more
Caring for aging parents often means managing their money, too. On this episode of The Sandwich Generation Survival Guide, Candace Dellacona talks with Beth Pinsker—CFP, MarketWatch columnist, and author of ‘My Mother’s...more
Each year, I revisit the most common estate planning missteps I see in my practice. These mistakes cost families time, money, and peace of mind. If you’ve been putting off your plan, consider this your annual nudge to take...more
In New Jersey, being declared incapacitated does not necessarily mean that a person will remain under guardianship forever. Circumstances can change, and when they do, the law provides a path for individuals to regain some,...more
A new letter opinion from the Delaware Court of Chancery offers a clear look at how guardianship disputes can unravel when families delay planning and old loyalties collide. The case, In re Guardianship of W.E., involved...more
With the holiday season already here, many families are quickly approaching their holiday travel plans. Whether across state lines or international borders, when minors are involved, travel preparation for parents or...more
This is a high-level overview, brief, and informational article about the statutory rights and requirements of a guardian of the person and guardian of the estate. ...more
This presentation will address fiduciary issues that Texas courts resolved during the review period of summer of 2024 to summer of 2025. The presentation will review the following issues: whether a party has a right to jury...more
For those well-versed in practice before Ohio’s Probate Courts or with guardianships in general, the procedural intricacies and weighty responsibilities of a guardian of estate are just part of an ordinary week. For those...more
How do agencies for foster parents and potential kinship caregivers ensure that foster parents and potential kinship caregivers’ rights are protected in the wake of the recent Pennsylvania Supreme Court decision?...more
As individuals age, they often face unique emotional and financial vulnerabilities that can make them susceptible to exploitation. In recent years, I have noticed a troubling uptick in cases related to one of the more...more
Florida’s overhaul of its civil rules reshapes fiduciary litigation. Probate, trust, and guardianship matters generally avoid case management tracks and initial disclosures, but modern discovery and motion practice now govern...more
One of the hardest decisions estate planning clients face is naming the guardians of their minor children. In fact, in my experience, the inability to reach such a decision can greatly frustrate the estate planning process...more
This past legislative session, Minnesota enacted a new statute, Minn. Stat. § 609.2334, creating an order-for-protection (OFP) mechanism specifically targeting the financial exploitation of vulnerable adults. Beginning...more
In this episode of The Sandwich Generation Survival Guide, host Candace Dellacona celebrates National Adoption Month by welcoming intellectual property attorney Michele Katz to discuss her journey with adoption and the...more
When someone acts as an agent under a power of attorney, they are entrusted with significant responsibility over another person’s property, finances, and affairs. Disputes may arise regarding what the agent is doing or has...more
According to a recent study conducted by Consumer Affairs, the average American moves 11.7 times in their lifetime. While the majority of these moves occur within the same county, or city, millions of Americans move every...more
When a guardianship is no longer needed or circumstances change, families and individuals may face delays while waiting for a court to review their request. A new Pennsylvania law is designed to address that problem....more
When One Direction's 31-year-old band member, Liam Payne, fell from an Argentinian hotel balcony to his tragic death in October 2024, he left his then 8-year-old son, Bear, fatherless. However, as the sole heir to his...more
Creating or updating your estate plan ensures that your assets, health and legacy are managed according to your wishes. In recognition of National Estate Planning Awareness Month, Haynsworth Sinkler Boyd’s Mac McLean shared...more