Important documents must be stored safely and securely so that a trusted person can find them. This is true, even if you are the trusted person looking for your own documents. I often receive phone calls and emails from children looking for their parent’s documents. So make it easy for them to help you if there’s an emergency. Two Types…
Category: Recommendation
Who Pays the Bills if You Can’t Manage the Task
Some ideas to help you pay your bills when you may be slightly or very forgetful. So, let’s assume you are still safely living at home but you are worried that you might stop being able to manage your financial affairs before you realize you have stopped being able to manage your financial affairs. There are a couple of things…
Are you an attorney? Or do you just play one on TV?
It is never wrong to want to grow and learn more about the way our actions and decisions can impact our future. But does taking a few courses online really make you an expert?
The Complete Estate Planning Documents Guide for Beginners
Are you concerned about what it takes to plan your estate for your family after you have passed? Here we’ve provided you a step-by-step guide to understanding what it takes to have everything in order. What documents do you need? The key documents that every person needs for an estate plan: Power of Attorney form Advance Medical Directive Last Will…
Grandma Needs Groceries
Some of my clients live at home but can no longer physically manage a trip to the grocery store. As a result, they often entrust an aide or a friend with money or access to credit. Sadly, those arrangements have frequently led to betrayal, and my clients have had money stolen and their credit cards used for unauthorized purchases. Some…
Winter Home Listings Equal Lower Prices
As a probate attorney for the past decade, I’ve been involved in somewhere between one and three home sales every year. The biggest lesson I’ve learned is not to list a home during snow and ice season! Here in Montgomery County, winter runs from Thanksgiving through the first full week in March. Few prospective buyers bother shopping during this season.…
Helpful Phone Numbers
When an older parent has sold a home or is preparing to move, who do you call to change services in the DC metropolitan area? Here is a list of a few numbers to have on hand so you can call and make the necessary changes to the accounts. Electricity: PEPCO 202-833-7550 or BGE 800-685-0123Gas: Washington Gas 800-752-7520Water: WSSC 301-206-4001Verizon:…