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...
42 views0 comments
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...
42 views0 comments
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,...
67 views0 comments
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...
22 views0 comments
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...
46 views0 comments
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...
570 views0 comments
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...
26 views0 comments
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...
39 views0 comments
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...
51 views0 comments
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...
28 views0 comments
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...
8 views0 comments
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...
10 views0 comments
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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