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Monthly Archives: June 2022

Old_Man

An Assessment Tool For Determining Whether Elderly Adults Understand Their Own Decisions

By David Toback |

It is not difficult to find horror stories about seniors being unfairly placed under guardianship or about the most vulnerable adults, who truly are unable to make their own decisions about finances and medical care, being entrusted to unscrupulous guardians.  The most nightmarish cases are about whether it is one person’s word against another’s… Read More »

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Retirement

What Retirees Should Know About Long-Term Care Insurance

By David Toback |

“Don’t be insurance poor” is one of the cornerstones of personal finance at any age.  Especially as you approach retirement age, you look for ways to spend a modest amount of money now in order to save a larger amount in the future.  Just as young, healthy people should buy health insurance and life… Read More »

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WorkTired

Getting Financial Compensation For Your Work As Personal Representative Of A Deceased Family Member’s Estate

By David Toback |

If a family member has expressed a wish for you to act as the personal representative of their estate during probate, you might have found out that the surviving spouse of a deceased person has the right to claim a percentage of the estate even if the decedent’s will disinherited them, but no other… Read More »

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Grandfather_Child2

Estate Planning For Stepparents

By David Toback |

Florida’s roads and parking lots are full of bumper stickers celebrating how awesome it is to be a grandparent.  Stepparenting has a reputation for being considerably less fun than grandparenting, but with the right stepchildren, it can be a great family relationship.  In fact, your stepchildren might be the family members you trust the… Read More »

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