Practice Areas
This page gives a brief description of the areas of my practice. These topics are covered in greater detail in the section entitled "FAQs". We offer the following:
GET PERMISSION
• financial power of attorney to make financial decisions and pay bills
• living will to make life-support decisions
• medical power of attorney to make health care decisions
• durable power of attorney to make legal decisions
• access to safe deposit box
• may choose to be added to deeds and mortgages
• may need to be added to automobile insurance
• know the person's wishes (medical treatments, funeral, finances, etc.)
INFORMATION TO HAVE ON HAND
• insurance (Medicare / Medicaid number, supplement, other policies)
• doctors (names, phone numbers, and other contact information)
• medical history (medications, allergies, conditions, procedures)
• identification (social security, military ID, driver's license numbers)
• address list (friends, neighbors, family)
• service providers (attorney, financial advisor, clergy, accountant)
• financial (account numbers, checkbook, investments, tax records)
• legal (wills, powers of attorney, health care directive)
• deeds (house, other property, car title, boat title)
• insurance (life, medical, auto, homeowner's)
• household (mortgage, apartment lease, property tax records)
• vital records (birth certificate, marriage license, divorce decree)
• final wishes (organ donation, burial, property distribution)
• partnership agreements
• military discharge documents
• income tax returns
• title to burial plot
MAKE SURE THAT YOU
• respect your parent's independence, even while taking care of them
• allow your parent to make as many decisions as appropriate
• have reasonable expectations of what your parent can do independently
• talk regularly with your parent about their concerns, desires, and frustrations
• make informed decisions that are in the best interest of your parent's needs
• show compassion while you are trying to be efficient and responsible
Sign Up Now!
Space is limited! Reservation Required |
Our Practice
My office is located Roseville, near the Roseville Automall near Interstate 80. I provide free consultations, and free house calls - let me know what makes it easier for you.
Once hired, I also provide free question and answer sessions, I welcome inquiries about how the documents work and I provide assistance with transferring assets into the client's estate plan. I can also assist with the administration of an estate, whether through the probate process or through trust administration.