Planning Ahead

Miss D is 67 years old and has a malignant tumor. She stopped taking chemo about a year ago and is on Hospice care in her home. She has 24 hour care and, at this point, doesn’t recognize her best friend or even the caregivers who take care of her. I was brought in by her attorney after her initial diagnosis. We had enough time to set up the trust and power of attorney, and then get the assets into the name of the trust. Miss D has no immediate family. She has brokerage accounts along with commercial and residential properties. While Miss D is struggling with her health issues, her large estate is being managed and is secure.

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