by Barbara M. Pizzolato, Esq. | Aug 5, 2015 | Elder Law, Estate Planning, Health Care, News and Current Events
With cases of financial exploitation of the elderly on the rise, advisors who work with older clients are looking for ways to head off the abuse before it happens. Enter the “Emergency Contact Authorization Form,” a document in which clients can list a trusted person...
by Barbara M. Pizzolato, Esq. | Jul 30, 2015 | Estate Planning, Health Care, News and Current Events, Tax Planning
While approximately 10,000 cases are appealed to the U.S. Supreme Court each year, only 75 to 80 make it to oral argument. Of those cases, only a handful grab the media’s attention. Below is a summary of three landmark decisions handed down in 2015 that could affect...
by Barbara M. Pizzolato, Esq. | Feb 16, 2015 | Elder Law, Estate Planning, Health Care, Retirement Planning
One adult son talks about his mother-in-law’s well-being: She is elderly, lives alone, experiences symptoms of dementia, and doesn’t accept help easily. She refuses to have strangers in the house. She has lost all effort to cook, but she will not have...
by Barbara M. Pizzolato, Esq. | Feb 11, 2015 | Estate Planning, Health Care, News and Current Events
Residents in long term care facilities often become attached enough to facility employees that they want to leave gifts for the employees in their Wills. This can create problems as some facilities see this as a conflict of interest. When a man who lived in a Norman,...
by Barbara M. Pizzolato, Esq. | Feb 5, 2015 | Estate Planning, Health Care
One of the more important decisions when drafting a power of attorney is when the document should become effective. It can be effective immediately or it can be made to be effective only when the principal becomes disabled. The latter is known as...
by Barbara M. Pizzolato, Esq. | Jan 9, 2015 | Estate Planning, Health Care, News and Current Events
A couple of major corporations have recently announced that they will pay to have the eggs of female employees frozen for later use. You might not believe it, but this could have an effect on your estate plan. Apple and Facebook recently decided to offer a new...
