Taxation & Estate Planning

With the holiday seasons coming up, many people will be traveling home to see parents or aunts and uncles. At this time, you may notice that things have changed since you last saw them.  While it can be difficult to talk about changes, and to see them in yourselves and your loved ones, it's important to realistically assess the situation. 

Some things to talk to aging relative about (or to check-in with yourself about)

• are medications up to date, and in clearly labeled bottles?
• where are important documents like powers of attorney, health care proxies, financial information and computer passwords kept? Have they been updated recently?
• have they (0r you) been to the doctor for a complete physical within the last year?
• check to see if stairs and decks are in good condition, doorways are well lit, that there's nothing that could be tripped over.
• do shower rails or raised toilet seats need to be installed?
• is the food in the refrigerator out of date or spoiled?
• are they (or you) able to get out and do things they still enjoy?

You don't have to have a formal sit down to check in on these things. Just keep your eyes and ears open and don't be a afraid to speak up whether you are the adult child noticing things are changing, or you are the parent who is in need of some assistance.

If you find that you or your relatives are in need of legal assistance, call me at 781-749-2284.  If you are in need of other assistance check out the links to the right under "Resources."