Planning for Life

AskHarry Podcast Episode 1: Planning Steps Seniors Can Take for their Protection

Posted by Estey Masten on September 24, 2020

estate-planning-steps-seniors-podcast-Wellesley-MA-02481

Welcome Larry Frolik to the AskHarry podcast

The first episode of the AskHarry podcast features retired University of Pittsburg Law School Professor Larry Frolik, who sets the stage for Baby Boomers who may be starting to wonder about how to best plan for the next few decades of their lives. How can seniors set themselves and their families up for stress-free golden years?

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Topics: baby boomers, incapacity, seniors, durable power of attorney, Older Americans, HIPAA release

You Don't Need a Lawyer for Your Advance Directive

Posted by Harry S. Margolis on May 19, 2020

By Harry S. Margolis

advance-directive-health-care-proxy-elder-law-attorney-Wellesley-MA

While we include health care proxies in all the estate planning packages we prepare for clients, you don't need a lawyer to get one. Hospitals and other medical facilities commonly hand out the form created by the Massachusetts Medical Society, which you can also download here.

Just print out the form, choose your agent and a successor, in case your original choice is unavailable, and sign the document before two witnesses.

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Topics: health-care decision making, HIPAA release, health care proxy, coronavirus

How Can You Help Your Aging Parents from a Distance?

Posted by Harry S. Margolis on March 28, 2020

By Harry S. Margolis

coronavirus-COVID-19-aging-parents-HIPAA-health-care-proxy-Wellesley-MA

If your parents are getting on in years, you may be assisting them with their finances and other matters, such as medical visits and shopping. You may live close by and be able to visit weekly or more often. Or you may live far and way before the coronavirus, have been visiting every few months. Either way, due to COVID-19, you may not be able to visit right now, whether because flights are no longer available, you're working more than full-time home-schooling your children, your parents' residence has barred visitors, or you yourself are not safe because you have to continue to go out in the world. The last may especially be the case if you are a medical professional.

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Topics: durable power of attorney, HIPAA release, health care proxy, coronavirus

Why Would Anyone Do Estate Planning? A Lot of Bang for the Buck

Posted by Harry S. Margolis on July 24, 2018

By Harry S. Margolis

estate-planning-attorney-will-durable-of-attorney-Wellesley-MA

Why would anyone want to partake in estate planning? It takes time. You have to deal with lawyers. And to talk about your death or disability. It may bring up contentious issues with a spouse or children. It's not urgent, since nothing is likely to happen to you tomorrow, or even in the next few years. It costs money.

So, why should you take time out of your busy life to commit to estate planning? The answer is that there are few other simple steps you can take that will could have as great an impact on your family's welfare. The cost-benefit trade off is tremendous.

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Topics: durable power of attorney, will, HIPAA release, health care proxy, revocable trust

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