by Michael Delaney | May 27, 2020 | Aging, Elder Law, Estate Planning, Power of Attorney
Who should you trust to manage your financial well being when you are no longer able to do so? A power of attorney (POA), otherwise known as an agent to your principal, has the legal authority to represent and make decisions on your behalf. What characteristics should...
by Michael Delaney | May 19, 2020 | Aging, Estate Planning, Social Security
It is essential that as your parents’ age, you have conversations with them about their finances and estate plans. To broach the topic, you might bring up current events like the coronavirus pandemic, its effect on economic conditions, and how it relates to the...
by Michael Delaney | May 13, 2020 | Aging, Elder Law, Estate Planning, Social Security
The US Social Security Administrations has two funding trusts known as the Old-Age and Survivors Insurance (OASI) Trust Fund and the Disability Insurance (DI) Trust Fund. In their 2019 annual report to Congress, the Board of Trustees released some startling detail...
by Michael Delaney | May 7, 2020 | Estate Planning
Kiplinger.com is suggesting it is time to rethink your financial retirement portfolio. You may have built up a significant nest egg in a 401(k) plan, but it does come with serious baggage during your golden years. It is impossible to argue against the early stages of...
