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Incapacity Planning

Overcome Obstacles to Effective Healthcare Directives

by Anne Denny July 21, 2015 Estate Planning 101

Are improvements to healthcare directives necessary and possible? The answer is an emphatic YES! As a trusted advisor, you can blaze the trail for your clients. In the past three decades, a relatively low percent […]

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Questions To Ask Aging Parents

by Jennifer Santini June 22, 2015 Estate Planning 101

We are often approached by clients, who have aging parents, to find out the best way to raise the topic of estate planning with their parents. Typically the client is in the process of drafting […]

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Fiduciary Access to Digital Assets

by Jennifer Santini May 26, 2015 Estate Planning 101

The Uniform Law Commission drafted an act to provide fiduciaries with the same access to digital assets as they have had to tangible assets. The Uniform Fiduciary Access to Digital Assets Act (the “Act”) has […]

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Incapacity Planning – The POLST

by Jayne Sykora May 7, 2015 Estate Planning 101

POLST stands for “Provider Orders for Life Sustaining Treatment.” It is a doctor-signed medical order form that communicates a patient’s end-of-life health care wishes to other health care providers during an emergency. Patients with serious […]

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Vacationing Without the Kids??

by Jayne Sykora March 30, 2015 Estate Planning 101

Designation of Standby or Temporary Custodian for your Child So, you and your spouse are finally ready to take that vacation to Mexico – without the kids. The flights are booked, your bags are nearly […]

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Selling Real Estate Out of a Conservatorship

by Jayne Sykora February 23, 2015 Incapacity Planning

Last fall, I covered the basics on conservatorships (see: Conservatorship Basics Part 1 and Part 2). As a review, a conservatorship is needed when an adult individual is impaired to the extent of lacking sufficient […]

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Helping Families Today, Tomorrow & for the Future Generations – Part 2

by Anne Denny December 16, 2014 Guest Articles

Part 1 of Anne’s post focused on the 5 strategies of an effective healthcare directive. This week’s post shares insights regarding the selection of healthcare agent(s). Well-written healthcare directives require more than checking boxes on […]

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Helping Families Today, Tomorrow & for the Future Generations – Part 1

by Anne Denny December 10, 2014 Guest Articles

As trusted advisors, attorneys and financial advisors, you are uniquely poised to coach individuals and families on the merits of preparing thoughtfully for end-of-life decisions. Most likely, posing questions regarding a client’s financial assets and […]

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Small Business Succession Planning – Things to Consider

by Phillip Christenson November 6, 2014 Business

What is Succession Planning? Simply put, succession planning is the process of transitioning key people within a business so that the business can continue to operate after the owner or key executives leave. Think of […]

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Conservatorship Basics: Part II

by Jayne Sykora November 4, 2014 Incapacity Planning

Last week, in Conservatorship Basics Part I, I discussed what a conservatorship is, who can be a conservator and the process for getting a conservatorship in place. In today’s post, I will cover a conservator’s […]

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Conservatorship Basics: Part 1

by Jayne Sykora October 29, 2014 Incapacity Planning

Oftentimes, most have heard of and have a basic understanding of a guardianship (whether for a minor child or for an incapacitated adult). A guardianship allows for another to be appointed as guardian over the […]

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