Category: Advance Directives

  • Are Your Estate Planning Documents Up-To-Date?

    Way back in 2004, I had a conversation with my mom and dad about their estate plan and related documents. I encouraged them to seek legal advice to be sure their affairs were in order. Recently, my dad recognized that much has changed since then; he asked for my help in revising their plan. I’m pleased to say this… Read on…

  • A Life Well Lived

    As I grieve the recent loss of my long-standing client Susan, I find myself smiling when I reflect on the immediate bond we forged by our shared experience as fellow MBA graduates of Simmons University School of Management. Although she graduated 11 years before me, we knew that Simmons women always support other Simmons women.  The Beginning It… Read on…

  • Thoughts On End-Of-Life Planning

    At some point, each of us will be forced to face the end of life, whether that of a loved one or, inevitably, our own. Over the many years we have supported clients and their families during this transition, and despite the sadness that is always present, we have been able to experience a feeling of… Read on…

  • Managing as a “Solo Ager”

    “Solo agers” (also known as “elder orphans” — not my favorite!) is a term often used to describe an adult over the age of about 55 who does not have a spouse, adult child, or close family member on whom they can rely to provide practical, physical, and/or emotional support regarding medical or financial decisions in the… Read on…

  • A Life Well Lived

    I was introduced to Rosalie in April 2009 as she was about to embark on her first total knee replacement. Her children recognized that living alone and scheduling a major orthopedic procedure at the age of 86 required forethought and outside support. In April 2022, Rosalie passed. Over our 13 years together, we managed numerous… Read on…