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Power of Attorney: Roles & Responsibilities
Appointing a power of attorney is essential when planning for the possibility that you may become incapacitated and need a trusted agent to manage your affairs. The power of attorney legal documents can grant broad authority to one or more agents to transact business or make medical decisions based on…

The 5 Must-Haves for New York Estate Plan
As we age, the need for estate planning becomes even more vital. Many people avoid estate planning, because they do not want to think about the end of life, failing health or disability. Others believe that an estate plan is only for rich people. However, an estate plan is helpful…

Overcoming Challenges When a Spouse Becomes a Caregiver
Caring for a seriously ill spouse is not easy, and can lead to a variety of relationship challenges. With the passage of time and in the process of change, you can lose your best friend, your love, and your future as you both had imagined it. Promises will change from…

Be Prepare for the Unexpected with a Living Will
Your preferences for life-sustaining medical treatment can be outlined in a living will. A living will is often joined by a health-care proxy or power of attorney, which allows someone to make treatment decisions for you if you are incapacitated and the living will does not have specific instructions for…

Avoid These Common Mistakes When Planning for a Disabled Family Member
The largest single minority in the United States consists of 58 million individuals five years of age or older that are identified as special needs. The majority of federal and state benefits available to help persons with disabilities are needs based, meaning income and assets are strictly limited and can…

5 Important Financial Questions to Discuss With Your Aging Parents
As your parent ages, setting a plan in place for their care can be a difficult topic to broach. No one wants to talk about death and the financial realities that come with aging. Instead of having a proactive conversation early in a parent’s aging process most families have a…