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If you haven't done estate planning before, you might have heard about wills and trusts, but not what they are. Perhaps confusion over these estate planning documents has held you back from setting up your own plan. If so, here is a basic overview of what wills and...
Imagine standing in front of the cashier at the supermarket and your debit card is declined. Confused, you step outside to call your bank. A representative explains that there is a court ordered freeze on the account. You return home, upset and wondering how you will...
A large-scale study reports that only about twenty-five percent (25%) of the population has signed advance directives. The top two responses people gave for not having them were “I don’t know what advance directives are” and “my family knows my wishes.” So, as with...
Diagnosis of Dementia Dementia is generally characterized by cognitive impairments (including memory loss, confusion, difficulty communicating, poor judgment or changes in mood or personality) that impair a person’s ability to perform activities of daily living....
The economic and personal upheaval triggered by the COVID-19 outbreak is likely to warrant a review of your estate plan, no matter how thorough you think it is. As Americans cope with health fears and financial volatility, it’s worthwhile to determine whether a will,...
Governments and even some private businesses have worked to ease the burden on people who are struggling financially due to the COVID-19 pandemic. For people who are concerned about losing their home after being laid off or seeing their business revenue plummet,...
R. Craig Harrison Lyons, Beaudry & Harrison, P.A. 1605 Main Street, Ste. 1111 Sarasota, Florida Florida Board Certified: Wills, Trusts and Estates Copyright ©2015 by R. Craig Harrison, Lyons, Beaudry & Harrison, P.A. Prepared for Guardianship Intensive Program,...
A power of attorney (POA) document authorizes a person to act on another’s behalf in private affairs, business matters or any other legal matter specified in the document. The “principal” is the person who authorized someone else to act on their behalf. The “agent” is...
When developing and signing estate documents, it is imperative that you are clear in your wishes. Otherwise, after you have passed, your heirs may dispute your decisions. Going to court to settle an estate is time-consuming, stressful and emotionally draining. You...
Sadly, many people believe that seniors are easy targets for financial exploitation. In a survey taken by Allianz Life Insurance Co. of 2,000 adults, the senior participants reported losing an average of $30,000, while some reported losing more than $100,000. The most...