Incapacity Planning – The POLST

Jayne Sykora / May 7, 2015

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 health conditions who need to make decisions about life sustaining treatment in advance of medical emergencies should have a POLST […]

Vacationing Without the Kids??

Jayne Sykora / March 30, 2015

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 packed and thoughts of warm weather and a beach are in the forefront of your mind . . . as […]

Selling Real Estate Out of a Conservatorship

Jayne Sykora / February 23, 2015

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 understanding or capacity to make or communicate responsible personal decisions, and who has demonstrated deficits with managing property and business […]

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

Anne Denny / December 16, 2014

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 a perfunctory form. Clear treatment guidelines can provide meaningful support to decision-makers, reduce the risk of family conflict, and ease […]

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

Anne Denny / December 10, 2014

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 estate intentions is part of your everyday practice. But ask yourself: Are you comfortable engaging clients in deep, probing conversation […]

Small Business Succession Planning – Things to Consider

Phillip Christenson / November 6, 2014

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 it as planning for the future of the business so that it can outlive the owners. This process involves a […]

Conservatorship Basics: Part II

Jayne Sykora / November 4, 2014

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 duties and powers and when and how a conservatorship is terminated. Conservator’s Duties Once a conservator is in place, a […]

Conservatorship Basics: Part 1

Jayne Sykora / October 29, 2014

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 person of an incapacitated person (the ward). In this role, a guardian is to care for, monitor and speak on […]

Designating Authority for Business Owners

Jennifer Santini / August 12, 2014

I know, I know… you have read it over and over again here on Epilawg that it is important to have documents in place for times of incapacity. Yet, as Jayne Sykora and I just attended a conference together, I was reminded of the importance to do so particularly if you own a business. As […]

In the News – Be Inspired By La Crosse, WI

Jennifer Santini / April 29, 2014

On CBS Sunday Morning this past Sunday, the whole program was dedicated to life and death. One particular story that stood out was on La Crosse, WI. In La Crosse, WI, “…96 percent of the people who passed away here had created advance directives. That’s the highest percentage of end-of-life planning in a nation where […]

Basics of Minnesota Medical Assistance

Lauren Fink / April 14, 2014

Over half of the population will require long-term care at some point in their lives.  Paying for long-term care is a topic that many people avoid addressing until the last minute; however, due to the rising costs of skilled nursing care it should really be addressed sooner rather than later.  In Minnesota the average daily […]