Overcome Obstacles to Effective Healthcare Directives

Anne Denny / July 21, 2015
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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 of adults have completed a healthcare directive. So what shortcomings are impeding the national acceptance of advance care planning? 10 […]

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

Anne Denny / December 16, 2014
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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
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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 […]

In the News – Health Care Directives

Jennifer Santini / January 18, 2014
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In the past few weeks, there have been two stories that have caught our attention regarding the issue of incapacity and the need for advanced health care directives. The first news story unfortunately involved a minor child, who had been declared brain-dead by her doctors following complications from tonsil surgery. Her parents however wished to […]

ESTATE PLANNING FOR YOUNG ADULTS…REALLY?

Jamie Held / November 27, 2013
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If you have a young adult child coming home for the holidays, the Thanksgiving table might serve as a good opportunity to talk with them about estate planning.   While most young adults do not own property or have children that may necessitate a Will, two major estate planning documents are often overlooked by young people […]

TED Talks: Prepare For A Good End Of Life

Jennifer Santini / June 17, 2013
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I recently came across this TED Talk by Judy MacDonald Johnston and thought she did such a great job starting the discussion on end-of-life planning that I had to share it with our readers. The video is worth watching (it is a short 6 minutes) and should be shared with any loved ones who are unwilling […]

The Basics of Organ Donation

Erin Hoolihan / March 28, 2013
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Many of us come across the thought of organ donation for the first time when we apply for a driver’s license. Usually at that young age, it is a topic difficult to consider and oftentimes disregarded. As we age we begin to consider the opportunity each one of us has to save another’s life with […]

Communicating End of Life Wishes

Jayne Sykora / January 15, 2013
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Last week, The New York Times ran a piece called “Help for Planning End of Life Care.” The blog post, by Paula Span, discusses a new website called Prepare, which is to help people prepare for their death and communicate their end of life wishes to their loved ones. Here at Epilawg, we have talked […]

PROFESSIONAL FIDUCIARIES: WHO NEEDS THEM?

Lori Manning / December 12, 2012
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People need fiduciaries for a variety of reasons, but this article is written with elderly people who are incapacitated by dementia in mind. Dementia is an umbrella term that describes a variety of diseases that affect memory, attention, language, and problem solving abilities to such an extent that daily living is seriously affected.   I […]

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” […]

Preparing for the Death of a Spouse

Jayne Sykora / January 28, 2012
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Losing a spouse is a heart-wrenching event that can be difficult, if not unbearable, to even plan for. Therefore, many surviving spouses are not prepared for the death of their spouse and subsequently have to deal with financial and legal questions at a time when they are most likely not thinking clearly. This post discusses […]