Clients frequently ask me questions about adding children or other individuals as joint owners on their bank or investment accounts. They initially consider adding a joint owner because they think it will make it easier for the individual to help them handle their finances. This is likely […]
Read more →Archive for the Power of Attorney Category
Should it become necessary for one spouse to move to a long term nursing care facility (“Institutionalized Spouse”), the spouse who remains at home (“Community Spouse”) will need to know their rights and planning options. In order to determine the best approach for protecting assets for the Community Spouse and […]
Read more →Will a Child Have To Pay For Mom’s or Dad’s Long Term Care Costs? Ever since the 2012 PA case, Health Care & Retirement Corporation of America v. Pittas (Pa. Super. Ct., No. 536 EDA 2011, May 7, 2012), was decided and a son was found to […]
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