As estate planning and trust administration attorneys, we run into quite a few issues regularly with clients where the issue can be resolved by looking at specific documents. Often, the clients cannot find those documents, either because they are very old or because they do not appear to be very important. Here we will go through a list, although not…
When completing any estate planning, including a trust, will, power of attorney, or health care directive, the person signing the documents must have what is called “capacity” in order to sign the documents. There are two kinds of capacity in estate planning: testamentary capacity and contractual capacity. Testamentary capacity is a lower form of capacity and is required by a…
We work with so many families who are struggling with dementia. Understanding how to deal with dementia is a growing problem in our society as the average age of our population continues to increase. We have all heard the statistic that 10,000 people become eligible for Medicare every day by turning 65. Every day. And caring for a family member with…
