Posts Tagged ‘Avoiding Conservatorship’
“We’ve Been Putting This Off” — A Real Story About Why Trust Administration Can’t Wait
Names and identifying details have been changed to protect client privacy. When Margaret walked into our office, she came with her two sons by her side. Her husband of 52 years, Robert, had passed away just a few months earlier. He had been the one who managed the finances – the bills, the accounts, the paperwork. Margaret…
Read MoreThe Window of Opportunity: Legal Steps to Take When You First Notice Memory Problems
You have been seeing the signs for months. Mom or Dad has not quite been themselves lately. They are forgetting things more often—appointments, addresses, payments, and names. The other day, they got lost going to a place they have visited for years. When you try to bring it up, they brush it off. “I’m getting…
Read More