Guardianship Basics

Mary Szondy / October 17, 2012
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What is a Guardianship? A guardianship is a determination by the Court that a person (proposed ward) is incapacitated.  The judge must make this decision based upon clear and convincing evidence. “Incapacitated person” means an individual who is impaired to the extent of lacking sufficient understanding or capacity to make or communicate responsible personal decisions, […]

Hands Off, Creditors!

Jennifer Santini / October 10, 2012
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When a spouse or parent passes away, the surviving spouse or children often worry about what will be left to them. This concern is not necessarily driven by greed but rather by the unknown of what will happen next. Are we going to be kicked out of the house? Will I be able to keep […]

What my sock drawer has to do with Estate Planning

Erika Stein Rosenhagen / October 5, 2012
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I am not a control freak, I swear. And while I currently have a color-coded calendar, may have an embarrassing history with coordinating pens and notebooks based on subject matter, and relished spending a recent weekend with 32 new organizational bins, I fully realize that not everyone operates this way. I do believe, however, a […]

Pre-Planning for Death: Part 1

Jill Sauber / October 2, 2012
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This is the first in a three part series on pre-planning for your death. This series is written by Jill Sauber, a current law student and licensed mortician.    People often segue into talking about their own mortality or death by saying, “if something happens to me.” As though stating it in terms of “maybe” […]

Miles Davis

Jennifer Santini / September 28, 2012
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May 25, 1926 – September 28, 1991 Born Miles Dewey Davis in Alton, IL, Davis was a famous jazz musician for nearly fifty years. In 1944, Davis sat in on trumpet with a band that included two other famous musicians – Charlie Parker and Dizzy Gillespie.1 Following that experience, at age 18, he enrolled in […]

The “Power of Attorney” in Real Life

Maggie Green / September 25, 2012
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Some clients know how important the Power of Attorney document is. They may have acted as attorney-in-fact for a spouse or an elderly relative. Or they may have experienced first hand the challenges created when someone hasn’t executed a valid Power of Attorney. The Power of Attorney (aka POA) names an attorney-in-fact to make financial […]

Reverse Mortgages

Jennifer Santini / September 20, 2012
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A reverse mortgage is when the owner of the home withdraws equity from the home and receives cash either as a lump sum, installment payments, line of credit or combination thereof. Reverse mortgages seem to give pause to most people. However, the negative reaction is most likely due to the lack of information regarding reverse […]

Guardian & Trustee … should they be one in the same

Jamie Held / September 17, 2012
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I often get the question, “should our guardians and trustees be the same people?”  I always give the same answer, “I cannot answer that for you because I do not know the people in your lives, but I can give you some things to consider.”

Financial Checkups

Maura Albrecht / September 12, 2012
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Do you live in the moment or are you always waiting for tomorrow? Do you look forward to the future with excitement or fear? How do you Live?   “According to two doctors (Rowe and Kahn) who co-authored “Successful Aging,” our genetic makeup only accounts for 30% of our ability to achieve longevity. The remaining […]

Mother Teresa

Jennifer Santini / September 5, 2012
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August 26, 1910 – September 5, 1997 Mother Teresa was born Agnes Gonxha Bojaxhiu in Skopje in the Balkans. Mother Teresa pursued her life as a missionary at the age of 18 when she entered into the Institute of the Blessed Virgin Mary. It was in 1937 that Mother Teresa, then Sister Teresa, “…made her […]

ARRESTING MOTION: ESTATE PLANNING FOR ARTISTS

Christi Cottrell / September 4, 2012
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PART VII: WRAPPING UP  “The song is ended (but the melody plays on). “ ~Irving Berlin (composer) & Beda Loehner (lyricist) All good things must come to an end. Hopefully this series has succeeded in helping both artists and their attorneys understand the unique complexities that are often involved in an artist’s estate plan. As […]

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