Category: Powers of Attorney

The Most Dangerous Estate Planning Traps

June 11, 2015 Victor Medina Beneficiary Designation, Estate Planning, Powers of Attorney 0 Comments

The oversights — those are what’ll “get ya.” We recently came across an opinion piece written by a wealth management professional in Florida, recounting some of the more frequent mistakes she’s seen her clients make in their estate plans. Sure enough, they look pretty familiar. View image | Time and again, people who decide to “go […]

Estate Planning Matters Before Death

November 28, 2013 Victor Medina Alzheimer's, Assisted Living, Dementia, Estate Planning, Powers of Attorney 0 Comments

When considering estate planning, many people understandably zero in on what should happen after death. However, an equally important part of estate planning considers what should happen towards the end of a person’s life. This is important, as one in eight Americans will deal with Alzheimer’s disease in their lifetime. Even more will deal with […]

The Importance of Documentation When Family Members Have Dementia

September 5, 2013 Victor Medina Dementia, Estate Planning, HIPAA, Living Will, Powers of Attorney 0 Comments

When people are young and healthy, they don’t often take the time to plan for their possible incapacity by executing legal documents including a power of attorney and living will. As a recent article explains, however, these documents should be completed sooner rather than later. These documents are especially important given the fact that a […]