How the Elderly Lose Their Rights!

Multi Generation Family Sitting On Sofa With Newborn Baby

Guardians can sell the assets and control the lives of senior citizens without their consent – and reap a profit from it.

Everyone must read this great article from the October 9, 2017 issue of the New Yorker by Rachel Aviv.  – Click Here for New Yorker Article

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Meeting during the Covid-19 crisis

Some exciting news that I want to share — we will be able to meet in our office- in person — very soon! I am still social distancing, so Zoom meetings and “Drive-By” signings are still available — but we are making progress!

A Bit of Relief for Retirement Account Owners

The coronavirus pandemic caused the stock market to tumble, depleting many retirement accounts. RMDs for this year would be based on the value of the account at the end of 2019, when the account likely had more money in it because the stock market was at a high point. Although the market has rallied somewhat, it still isn’t back to where it was at the end of 2019.

Spare your Heirs Undue Stress

Organize your wishes so your heirs don’t have undue stress.

Open to download my Ultimate Organizer PDF so that your family will have less stress during a very stressful time.

Senior man and woman couple embracing at sunset or sunrise on a deserted tropical beach. They relay in Jakob Legal for Probate

Five Common Mistakes with “DIY” (Do It Yourself) Estate Plans

A DIY estate plan can lead to a false sense of security because it may not achieve what you think it does. If your DIY will is not valid, your property and money will go to heirs specified by state law—who may not be the people you would have chosen. An unfunded trust will be ineffective.

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