As professional advisors, we spend hours with our clients. In fact, we grow familiar with their most personal details. Listening intently and helping our clients achieve financial and tax planning goals creates a natural closeness between clients and advisors.
Author Archives: Skvarna Law
03
Dec
Dec
Left unaddressed, estate planning myths create serious trouble for loved ones. This often leads to intrafamily conflict, permanently damaged relationships, and lengthy and expensive court battles.
26
Nov
Nov
The court assigns assets, such as retirement accounts and insurance proceeds, to a designated beneficiary. So, in this role, they receive different treatment and more protection from creditors.
19
Nov
Nov
If an accident renders you unable to speak or make decisions for yourself, ask someone to speak on your behalf to doctors and medical providers. A Medical Power of Attorney (POA) allows someone to speak for you and arrange for treatment until you regain consciousness.
12
Nov
Nov
Since you spend your time rescuing other people, you may find it difficult to imagine a time when you might need help or rescue.
05
Nov
Nov
Rather than ignoring an uncomfortable topic, think proactively about the challenges of living with mental illness.
29
Oct
Oct
In most cases, people emphasize the complexities associated with court involvement. Namely, court supervision makes the process of distributing money and property a public proceeding.
15
Oct
Oct
A life insurance policy sometimes provides money for continuing care of family members with long-term disabling health conditions.
Elder Care, Elder Law, Estate Attorney, Estate Planning, Guardianship
Do You Need an Elder Law Attorney?
08
Oct
Oct
Planning and asset protection ensures you or your loved one will receive the care they need.
01
Oct
Oct
October is Special Needs Planning Month. To honor the event, let’s examine planning for disabled people. Plan so they live their best lives. Carefully manage family money to fit the disability-benefit rules. Also, provide additional perks for the disabled person. Finally, through strict rules, permit disabled people to exercise autonomy over some of the money […]