Welcome to My Blog

I have a new logo, and I’m pleased to say that the day I purchased it and printed it out, I was able to ask a client what he thought about it, and he immediately recognized it as a tree

Posted in Uncategorized

April 16, 2014 is National Healthcare Decisions Day!

What, you say you haven’t yet seen the greeting card celebrating this event?  Well, it might contain a warm greeting along the lines of “thank you” if someone you love has executed a health care power of attorney or other

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Posted in Change is the Only Constant

The Pitfalls of the E-Z, D-I-Y Online Will Form – From A Recent Florida Supreme Court Case

In a recent issue of the ABA Journal, under “Trusts & Estates,” Debra Cassens Weiss penned [wait – can I use that verb for an e-zine article?] “Estate Dispute Caused by ‘E-Z Legal Form’ is a ‘Cautionary Tale,’ says Justice.” 

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Posted in Elder Law & Estate Planning Current Developments

You’re only old once or. . . mindful aging as spiritual practice?!

In case you’re wondering, yes, I have a copy of the Dr. Seuss book “You’re Only Old Once!” in my office waiting room. What, you say your kids have never read that one to you?  In case you’re wondering, yes

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Posted in Dementia and Legal Capacity, Uncategorized

New Colorado Law Regarding Joint Filing of Tax Returns for All Married Couples

  I will start with a reminiscence. Back when I was in law school (alas, the previous century. . . !) I think I can remember at least one thing from my family law class.  That was the axiom “a

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Posted in Change is the Only Constant

When Death is Not Death: a Reprise

  Perhaps a more appropriate title would be “when dying is not dying.”  This is a follow up to an earlier post about “brain death” for organ donation purposes and how the use of medical technology can ethically complicate a

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Posted in Mysteries and the End of Life

Longevity Planning for Childless Adults

Okay, I’ve written about several different scenarios in the estate and disability planning context, along with identifying some of the difficult conversations and decisions people need to make while they have the luxury of time to carefully consider things, not

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Posted in Change is the Only Constant

Sharing a Difficult Diagnosis – Listening With Love

The other day I read an interesting post from Health Care Chaplaincy.  As synchronicity would have it, I had earlier that day responded to an online friend’s sharing of a very grave diagnosis.  You can read the Health Care Chaplaincy

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Posted in Mysteries and the End of Life

Baby Boomers, Longevity and . . . Marital Agreements

  You might be puzzling over my title – but rest assured that with the divorce boom among baby boomers, there will undoubtedly be more marital agreements being written for middle class or moderate income couples.  Most marital agreements (a/k/a

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Posted in Elder Law & Estate Planning Current Developments

The Durable POA: Detecting and Remedying Financial Abuse by an Agent

Detecting financial abuse or exploitation of an elder by their agent is not always an easy matter.  Recent studies show, however, that the vast majority of principals whose agents are misbehaving are persons who are not incapacitated.  This is good

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Posted in Dementia and Legal Capacity

Personal Property in Estate Proceedings

Many people have heard about the “small estate affidavit” but in fact it’s not an estate at all.  It’s an affidavit that can be completed by a successor of the decedent in order to collect probate assets which do not

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Posted in Uncategorized