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Your Adventure in Legal Planning Awaits!

May 19, 20234 min read

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...

May 19, 20233 min read

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...

May 1, 20234 min read

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...

May 1, 20234 min read

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...

Nov 9, 20224 min read

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...

Nov 9, 20224 min read

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...

Nov 9, 20223 min read

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...

Nov 9, 20223 min read

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...

Nov 9, 20223 min read

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...

Nov 9, 20223 min read

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 of...

Nov 7, 20223 min read

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...

Nov 6, 20223 min read

The Essential Tools of Estate Planning

Estate planning typically refers to five legal documents: the Durable Power of Attorney, Designation of Health Care Surrogate, Living...

Nov 5, 20225 min read

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...

Nov 4, 20223 min read

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...

Nov 3, 20225 min read

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...

Nov 2, 20222 min read

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...

Oct 9, 20214 min read

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,...