Can 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...
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Mario Correa
- Nov 21, 2019
- 2 min
Detecting, 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...
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Mario Correa
- Sep 18, 2019
- 3 min
Tale of Two Families - How A Trusted Advisor Makes the Difference
Nancy’s financial advisor told her she needed our help. He insisted. Her husband, in his 40’s, had been scheduled for surgery but his...
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Mario Correa
- Aug 15, 2019
- 1 min
Failing to Plan - A Sad Story
An elderly couple was found dead on August 7, 2019. It was murder suicide where the husband Patrick Jones, 77 years of age, fatally shot...
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Mario Correa
- Jun 10, 2019
- 2 min
Don’t Get Burned When Inheriting “Hot” Assets
When a beneficiary receives an inheritance, the actual assets they receive can have legal consequences. At the time a loved one passes,...
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Mario Correa
- May 22, 2019
- 2 min
Selecting A Healthcare Surrogate
Who 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...
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Mario Correa
- Apr 24, 2019
- 2 min
Nothing 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...
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Mario Correa
- Apr 3, 2019
- 2 min
Saving the Family Business
Business owners face a unique issue at death. Unlike publicly traded stocks where there is a ready market to purchase these assets, a...
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Mario Correa
- Mar 28, 2019
- 2 min
Protecting 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...
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Mario Correa
- Mar 20, 2019
- 2 min
Frail Elderly Visitation Act
A parent being separated from some of her children is a tragedy we too often see. The facts scenario is very common. An elderly parent...
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Mario Correa
- Mar 19, 2019
- 1 min
Money 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...
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Mario Correa
- Mar 13, 2019
- 3 min
Who Do You Trust: Selecting a Trustee
Who do you trust? When implementing estate planning you select individuals to take care of your assets, your person, and your minor...
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Mario Correa
- Mar 6, 2019
- 3 min
What 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...
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Mario Correa
- Feb 27, 2019
- 3 min
Caretaker Abuse
The issue of elder abuse is well documented. However, a less known form of injustice is that of the child caregiver. This article will...
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Mario Correa
- Feb 27, 2019
- 2 min
PROBATE 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...
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Mario Correa
- Jan 23, 2019
- 2 min
POST-DEATH: Making Good Decisions By Surviving Spouses
What are the initial issues we should be considering when a loved one dies? The dynamics range as much as the difference between...
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Mario Correa
- Jan 16, 2019
- 2 min
Who 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...
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Mario Correa
- Jan 9, 2019
- 3 min
Why People Fail to Prepare a Will or Trust: Providing Clarity For a New Year
Psychology teaches that we are more likely to keep resolutions adopted at the beginning of the year or the beginning of new month. There...
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Mario Correa
- Dec 28, 2018
- 2 min
BLIND 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...
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