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Captain's Blog
Introduction to Estate Planning & Elder Law
Captain’s Blog: 001 “Wow. That’s A Lot.” As an elder law attorney, I counsel clients in estate planning, long-term care planning,...
Your Estate Planning Mantra: Plan Early. Plan Often. Plan Well.
Captain’s Blog: 002 Plan Early. Plan Often. Plan Well. It’s more than just a catch phrase. Those three little sentences represent the...
Estate Planning & the Psychology of Learning
Captain’s Blog: 003 Who was your favorite teacher? Most people can spontaneously blurt-out that teacher’s name like a reflex. Some folks can even toss-in the grade level to boot. Mrs. Smith in the fifth grade . What made your favorite teacher stand out in your memory after all these years? Perhaps she explained things in a way that you could understand. Maybe he pushed you to achieve more than you thought you ever could. Maybe she encouraged your talent. Among all the other
Estate Planning & Ecopsychology
Captain’s Blog: 004 Green is good . As it turns out, this sentiment isn’t limited to money or vegetables. The study of ecopsychology...
Why Estate Planning?
Captain’s Blog: 005 Not Everyone Gets the Golden Ticket Our state and federal laws impact each of us every day, whether we're aware of...
Overcoming the Five Roadblocks to Legal Planning: An Exciting Five-Part Series!
Captain’s Blog: 006 As adults, there are a million items on our Grown-Up To-Do list. The mundane chores are shuffled, depending on our...
Overcoming the Five Roadblocks to Legal Planning: Part Two
Captain’s Blog: 007 Part II: Time In our last Captain’s Blog, Overcoming the Five Roadblocks to Legal Planning , we discussed the issue...
Overcoming the Five Roadblocks to Legal Planning: Part Three
Captain’s Blog: 008 Part III: Money In our series, Overcoming the Five Roadblocks to Legal Planning , we've discussed how unawareness can...
Overcoming the Five Roadblocks to Legal Planning: Part Four
Captain’s Blog: 009 Part IV: Perception We’re in the home stretch! In our series, Overcoming the Five Roadblocks to Legal Planning , we...
Overcoming the Five Roadblocks to Legal Planning: Part Five
Captain’s Blog: 010 Part V: Procrastination Congratulations! You’ve reached the last installment of our five-part series, Overcoming the...
Estate Planning
Introduction to Estate Planning & Elder Law
Captain’s Blog: 001 “Wow. That’s A Lot.” As an elder law attorney, I counsel clients in estate planning, long-term care planning,...
Your Estate Planning Mantra: Plan Early. Plan Often. Plan Well.
Captain’s Blog: 002 Plan Early. Plan Often. Plan Well. It’s more than just a catch phrase. Those three little sentences represent the...
Why Estate Planning?
Captain’s Blog: 005 Not Everyone Gets the Golden Ticket Our state and federal laws impact each of us every day, whether we're aware of...
Power of Attorney and the Agency Relationship
A Power of Attorney is a document that establishes an agency.[1] An agency is a relationship where one person gives another party the...
Lucid Intervals and Estate Planning
While the “Lucid Interval Doctrine” may sound intimidating—as law often does—this fancy term only describes what many of us see in our aging loved ones every day. Sometimes, Mom or Dad is razor sharp…and sometimes, not so much. The lucid interval doctrine acknowledges this ebb and flow of cognitive functioning.[1] The law states that a person diagnosed with a neurodegenerative disorder, such as Alzheimer’s Disease, may still possess legal capacity to execute estate planning d
Elder Law
You’re Not Alone: The Sandwich Generation of Caregivers
Some clients and their families stay in an attorney's memory long after their case is completed. I assisted one such family with their Medicaid approval. Our client, who was the patriarch of his family, was experiencing a rapid decline in cognitive functioning. Our client’s wife was a lovely woman, who was understandably overwhelmed by her husband’s condition and the process of Medicaid. Her husband had handled all their financial decisions throughout their marriage, which wa
Capacity and Estate Planning
If your parent or loved one is experiencing memory loss or struggling with decisions, then you might hear the word “capacity” repeated quite frequently. But what does “capacity” mean? And why is capacity so important in estate planning? Before addressing how capacity applies to estate planning, it is important to clarify that generally, there are two types of capacity: medical capacity and legal capacity. In conversation, medical and legal professionals rarely specify to whic
Successfully Aging in Place
No one aspires to abandon their home for a care facility later in life. Most older adults want to stay in the place where they raised...
Successfully Aging in Place: Part I: Home Renovation
“I want to stay at home!” But can Mom or Dad safely live in their home as their physical or cognitive health declines? Can you stay in...
Lucid Intervals and Estate Planning
While the “Lucid Interval Doctrine” may sound intimidating—as law often does—this fancy term only describes what many of us see in our aging loved ones every day. Sometimes, Mom or Dad is razor sharp…and sometimes, not so much. The lucid interval doctrine acknowledges this ebb and flow of cognitive functioning.[1] The law states that a person diagnosed with a neurodegenerative disorder, such as Alzheimer’s Disease, may still possess legal capacity to execute estate planning d
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