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How to Avoid a Court-Supervised Gaurdianship


By Maureen Duffy

Joan’s husband, Henry, was diagnosed with Alzheimer’s disease a few years ago. His condition has deteriorated to the point where he cannot read, write or speak very well. Henry can no longer handle his financial affairs. Joan needs access to Henry’s brokerage account in order to secure funds to do some urgent home …

The Rich Cry Too or Another Estate (Un) Planning Lesson


by Maureen Duffy

Just because you have a complicated family situation, doesn’t mean that you need a complicated estate plan. But if you have a complicated family situation and you die without an estate plan, you will be leaving your family in a bad way.

Consider the case of Sonny Bono. Sonny Bono died in a skiing accident …