Category: Legal Issues
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What To Do When A Loved One Dies
For most of us, the loss of an aging loved one is a sad, and often overwhelming occasion. Even when we’ve been mentally preparing ourselves, due to their long-term illness or advanced age, unpredictable emotions can kick in and temporarily put the brakes on our ability to function. That’s why it’s so important to be…
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What is a Professional Fiduciary?
I invited my friend and colleague Will Hoggan who is a private professional fiduciary to write this blog. As a private professional fiduciary at Hoggan Fiduciary Services I am often asked, “So what is a fiduciary?” I generally reply along the lines of, “Think of me as a professional son for hire.” Then I explain…
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The Older Americans Act – Community-based Services for Seniors
Did you know that many of the services that caregivers provide for the elderly are made possible thanks to one federal law, the Older Americans Act? The Older Americans Act (OAA) first came into existence in 1965. The Act authorized a nationwide network of agencies to manage grants to states to support services for seniors,…
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Move Your Ass(ets)!
Let me tell you about two of my clients: a couple in their late 70s, living in their own home in a lovely middle class neighborhood. They did all the right things-worked hard, paid their bills on time, saved, raised 3 loving children and even engaged an attorney to help with their estate plan. They…
Love & Order 