Legal Issues

It can happen to the best of us- one enticing phone call promising easy money for a little bit of info, or one sad story that tugs at our heartstrings, and just like that, we’ve been swindled. And perhaps most galling: it may be people we most trust, or most…

The facts are distressing but undeniable: many of us are entering retirement less financially prepared than retirees of previous generations. We haven’t saved enough, our pensions are non-existent, we’ve taken on student loans and other debt obligations, and we can’t cover our health care expenses. The entire outlook for many…

If an emergency happens, and time is of the essence, would your spouse or your loved ones know where to find your important paperwork? Do you even have one central place where all of your critical information is together? If your essential info is all on paper, do you have…

In case you missed it, last fall The New Yorker published a groundbreaking piece on the pitfalls and dangers of guardianship appointments for unsuspecting seniors. Without being aware, vulnerable seniors can have a court-appointed legal guardian in place who may steal their assets and take away their rights. It’s a…

It’s tough enough when a loved one passes away. But in the aftermath, your potential responsibilities, especially if you’re the executor of a will, can be confusing and challenging. Every situation is different, and the laws vary from state to state, so your first stop is probably to determine whether…