Surgery reminds us to review our health care designations and documents As we get older it is likely that each of us will have a health situation of some kind – surgery or temporary hospitalization. Whether major or minor, these events serve as physical reminders to review our estate plans and our health care designations... [Read More]
Category: Incompetency
How to be Reactively Proactive in the New Year
For many of us our New Year’s Resolutions include Getting Organized. We have a tendency over time to become reactive, as opposed to being reactively proactive. We often have a tendency to be like a rudderless ship at sea bouncing around as opposed to deciding which actions we want to take to make ourselves better... [Read More]
Part 1: In sickness and in health: healthcare vows
Healthcare Authorities: different from marriage vows Everyone knows the traditional marriage vows and the portion “for better for worse, for richer for poorer, in sickness and in health,” the words to indicate to your partner that you will be there through thick and thin. When people prepare their Estate Planning documents, they often name each... [Read More]
More Storms of Life
We in North and South Carolina just went through heavy Storms, including heavy rains, over the past several days. Here in Western North Carolina we have been having rain off and on for more than ten (10) days. That was followed by very heavy rain over this past weekend. This rain has led to rivers... [Read More]
Steve Teaches CE Class – “More on Mental Incapacity in Estate Planning”
Steve will teach a Continuing Education Class – “More on Mental Incapacity in Estate Planning” on Wednesday, September 30, 2015 at 8 a.m. at The Biltmore Building to Financial & Insurance Professionals, Accountants, and Elder Care Professionals. We will look at legal options regarding Mental Incapacity and what can be done to provide the least... [Read More]
What We Really Fear in Our Estate Plan
Many clients come into the office concerned more about the delay, costs and publicity of Probate Court, or potential tax issues. But as they start to open up about their real concerns about leaving inheritance, the concerns are about what if they become mentally disabled? What if their spouse remarries – will their assets go... [Read More]
Tom Benson Declared Competent
A Court in Louisiana declared 87-year-old billionaire Tom Benson (owner of NFL Saints and NBA Pelicans Professional Sports Teams), mentally competent. As discussed in my blog of June 8, 2015, titled “Saints Owner Tom Benson Completes the First Week of Competency Trial” that issue was being litigated. The Court ruling allows Mr. Benson to continue... [Read More]
Protecting Mom
As Mother’s Day approaches, we remember all that our mom may have done for us. We can help take care of her as she ages. We can make her life more comfortable as she ages and possibly loses some physical abilities or mental capabilities. Make sure that you have legal authority to help her as... [Read More]
Tom Benson Adult Incompetency Lawsuit
The Tom Benson (owner of the NFL New Orleans Saints and NBA Pelicans professional sports teams) adult incompetency lawsuit continues. Per a Court Order three (3) different medical professionals have examined 87 year old Tom Benson regarding his mental incompetency. His daughter and two (2) adult grandchildren brought the lawsuit. The opposing party is Tom... [Read More]
Owner of New Orleans Saints and NBA Pelicans – Sought to be declared incompetent
Tom Benson is the owner of the NFL Saints and the NBA Pelicans. Both professional sports teams are located in New Orleans, Louisiana. His heirs have sought to have him found an incompetent adult and therefore unable to handle his own affairs (they are seeking control of his financial affairs). He had a mental fitness... [Read More]