From Susan M. Graham’s book “Can Lawyers Always Save the Day for Seniors?”
Sam was the son of their long-time client Laura Riner. He said he was calling on behalf of his mother. She wanted to change her estate plan, he said, and disinherit her daughter.
Susan Graham discusses this common question we get from our clients.
When a person is still mentally sharp, have them sign a “Power of Attorney” where they nominate a first and alternate family member or friend to make financial and health decisions for them when they are unable to help themselves.