Aging-in-Place Planning and Elderlaw

The blog reports information of interest to seniors, their families, and caregivers. Recurrent themes are asset and decision-making protection, and aging-in-place planning.

Showing posts with label fiduciary. Show all posts

Tuesday, September 9, 2025

Navigating Family Disagreements in Caring for Others: Tips for Harmony and Legal Safeguards

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As an elder law attorney concentrating my practice on aging in place planning, I frequently guide families through the emotional, financial,...

Wednesday, March 25, 2015

White House Proposes New Rules to Protect Investors Saving for Retirement

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You might think that the top priority of the broker or financial adviser managing your retirement funds is to maximize your returns, but t...

Thursday, March 19, 2015

Daughter Who Signed as Trustee Has Authority to Bind Mother to Nursing Home Agreement

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A Kentucky appeals court recently held that a daughter who signed a nursing home's financial agreement in her capacity as trustee of h...

Monday, May 19, 2014

New Guides Help Those Appointed to Manage Someone Else's Money

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Have you been officially asked to manage someone else's money? For example, have you been named as an agent under a power of attorney o...

Saturday, May 17, 2014

The Obligations of a Fiduciary

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When you need someone else to care for money or property on your behalf, that person (or organization) is called a fiduciary . A fiduci...

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Monty L. Donohew

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