Mario Correa Jul 21, 20212 minCan My Spouse Disinherit Me?The question of whether a spouse can disinherit another spouse is not an easy question as the law may be changing. The seminal case on...
Mario Correa Nov 21, 20192 minDetecting, Avoiding & Managing Elder Abuse for Trusted Advisors When your a trusted advisor, you need to be aware of elder abuse and understand the signs. There is often a point in a client’s life...
Mario Correa Sep 18, 20193 minTale of Two Families - How A Trusted Advisor Makes the DifferenceNancy’s financial advisor told her she needed our help. He insisted. Her husband, in his 40’s, had been scheduled for surgery but his...
Mario Correa Aug 15, 20191 minFailing to Plan - A Sad StoryAn elderly couple was found dead on August 7, 2019. It was murder suicide where the husband Patrick Jones, 77 years of age, fatally shot...
Mario Correa Jun 10, 20192 minDon’t Get Burned When Inheriting “Hot” AssetsWhen a beneficiary receives an inheritance, the actual assets they receive can have legal consequences. At the time a loved one passes,...
Mario Correa May 22, 20192 minSelecting A Healthcare SurrogateWho steps up to the plate when a loved one is no longer able to care for themselves? This assumption is based on tradition. It is...
Mario Correa Apr 24, 20192 minNothing Lasts Forever How I Was One of the Last to See Notre Dame Cathedral While I tend to want to keep my blog posts less personal, here is one where I...
Mario Correa Apr 3, 20192 minSaving the Family BusinessBusiness owners face a unique issue at death. Unlike publicly traded stocks where there is a ready market to purchase these assets, a...
Mario Correa Mar 28, 20192 minProtecting Inheritance From Schemers Nothing gets client’s angrier than seeing a child’s ex-spouse attempt to access an inheritance. While an inheritance is not part of the...
Mario Correa Mar 20, 20192 minFrail Elderly Visitation ActA parent being separated from some of her children is a tragedy we too often see. The facts scenario is very common. An elderly parent...
Mario Correa Mar 19, 20191 minMoney Smart Week- View and Register for our FREE Workshops.Don't miss out on #MoneySmartWeek. All of our #workshops are informative and FREE. Listen to an experienced attorney in Estate Planning...
Mario Correa Mar 14, 20193 minWho Do You Trust: Selecting a TrusteeWho do you trust? When implementing estate planning you select individuals to take care of your assets, your person, and your minor...
Mario Correa Mar 6, 20193 minWhat Exactly Is A Trust?If you search the internet to attempt to understand a Trust, you may walk away more confused than when you began. In this article, you...
Mario Correa Feb 27, 20193 minCaretaker AbuseThe issue of elder abuse is well documented. However, a less known form of injustice is that of the child caregiver. This article will...
Mario Correa Feb 27, 20192 minPROBATE AVOIDANCE Why Many Estate Plans Fall Short One of the benefits of estate planning is avoiding the need to go to court. There are a multitude of other benefits as well but that...
Mario Correa Jan 23, 20192 minPOST-DEATH: Making Good Decisions By Surviving SpousesWhat are the initial issues we should be considering when a loved one dies? The dynamics range as much as the difference between...
Mario Correa Jan 16, 20192 minWho To Select As A Trustee?When you die, someone is going to need to handle your #financial affairs. For purposes of this article, we will refer to that person as...
Mario Correa Jan 9, 20193 minWhy People Fail to Prepare a Will or Trust: Providing Clarity For a New YearPsychology teaches that we are more likely to keep resolutions adopted at the beginning of the year or the beginning of new month. There...
Mario Correa Dec 28, 20182 minBLIND SPOT: What You Don’t Know Can Cost You over $7,000 a month.I was speaking to another elder law attorney (practiced in a different state) about a unique client he had – it was a judge’s...