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Category Archives: Estate Planning

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The Rejected Two-Day-Old Power of Attorney

Estate Planning, FinancialBy Susan GrahamApril 4, 2022

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.

We Can’t Say No (And are Running out of Money)

Aging, Estate Planning, Financial, Guardian/ConservatorBy Susan GrahamNovember 16, 2021

That August Sunday, George and Alice were still distressed after the party the previous day. Now in their 80s, they had just celebrated their 65th wedding anniversary in the back yard the day before. All the family was there: their three children Roberta, Wes, and Sara, seven grandkids, and four great-grands. The grandkids decorated the…

Why You Need a Safety Net

Estate PlanningBy Susan GrahamOctober 5, 2021

You need a “safety net”, especially during these frightening times. Why? Susan Graham explains in this video.

When to Record a Financial Power of Attorney

Estate PlanningBy Susan GrahamSeptember 13, 2021

Do you need to record your Power of Attorney for finances?

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