Search Results: power of attorney
On April 15, Americans will file their taxes. April 16, following Benjamin Franklin’s saying, “nothing can be said to be certain, except death and taxes,” is a day for health care decision planning. Each year, National Healthcare Decisions Day (NHDD) is observed the day after tax day. NHDD is a day of education and awareness, aimed at encouraging…
Read MoreThe 2018 Legislative Session in Georgia has ended. Listed below are outcomes regarding issues affecting seniors, as reported by the Alzheimer’s Association National Office, alz.org SB 444—Establish the Georgia Alzheimer’s and Related Dementias State Plan (GARD) Advisory Council—Senator Renee Unterman and Representative Eddie Lumsden. This bill passed the Senate by a vote of 55–0; passed the…
Read MoreLast July, the Uniform Law Commission (ULC) adopted a new act to help states reform their current guardianship laws. Guardianship laws are complex, and they, like all laws, need updating. The ULC last issued a Uniform Guardianship and Protective Proceedings Act in 1997. Their current one took two years of committee work and is now…
Read More“My dad has early stages of dementia. He hasn’t been diagnosed, but we’ve been noticing some major changes over the last year and a half. My mom just discovered that he’s been taking out thousands of dollars from their checking account. When asked about it, he says that he’s just helping a friend out and…
Read MoreIt is important to keep in mind that not all assets are affected by the terms of a will. Bank accounts, trusts, and retirement accounts that have designated beneficiaries transfer to the beneficiaries; these assets never go through probate if they have another way of being transferred. Likewise, certain properties can be transferred to co-owners…
Read MoreI have a healthcare power of attorney over my father, and I am the executor of his will. He lives in another state and is currently in a rehab facility. He has no cell phone and no way of communicating from his bed. Can I use that healthcare power of attorney to contact his bank…
Read MoreWe highly recommend that individuals complete a Durable Power of Attorney for Financial Matters (or a POA for short). This important document is priceless in the unfortunate event of incapacity and is relatively painless to put in place. Despite its usefulness, many are still wary or ill-informed about the POA. Here are four of the…
Read MoreMany family members are blindsided by this situation. They think they have everything in order so that they can pay the bills and access the accounts on behalf of their incapacitated loved one. So, they are shocked when a bank employee refuses to accept their loved one’s POA. They are effectively blocked from accessing their…
Read MoreA parent’s unexpected health event could precipitate an immediate need to get your hands on key information and secure valuables. Before something happens, it is a good time to talk to aging parents about what you may need to provide someday. Some parents are hesitant to discuss personal matters, even with their children. For insight…
Read MoreOut of time! Sandwich generation! Lack of sleep! Sound familiar? Caregiver stress research is offering you a few tips. (1) Plan tasks strategically by creating a plan for ongoing duties. Be organized and combine projects when possible. (2) Keep your car stocked with supplies. By keeping helpful items in the trunk that are easily accessible,…
Read MoreSubscribe to our blog and monthly newsletter.