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power of attorney

Dec 14, 2020

New FINRA Rule Aimed at Preventing Financial Advisors’ Exploitation of Senior Clients

Recently, the Financial Industry Regulatory Authority (FINRA) issued a new regulation to protect investors from unscrupulous financial advisors and brokers. Rule 3241 limits the ability of a broker-dealer to be named as a beneficiary, executor, trustee, or power of attorney for one of their customers.» Read More

Jun 10, 2020

Special Needs Spotlight Webinar Series: Integrating Financial & Legal Planning for Families with a Child with a Disability

The law firm Norris McLaughlin, P.A., is pleased to present the second session of the Special Needs Spotlight Webinar Series, “Integrating Financial & Legal Planning for Families with a Child with a Disability.” Shana Siegel, a Member of the firm and Chair of its Elder Care & Special Needs Law Practice Group, and Elizabeth McKenna, CFP and Chartered Special Needs Consultant at Merrill Lynch Wealth Management, spoke on financial, estate, and other legal planning for families with children with special needs.» Read More

Apr 27, 2020

Understanding Fiduciary Roles and Considerations in Choosing Who to Appoint

One of the hardest things for us to talk about is planning for end-of-life care. This includes appointing fiduciary roles to make decisions concerning health care and expressing wishes regarding life-prolonging measures and treatment. Unfortunately, most people wait too long before consulting an elder law attorney about estate planning and health care documents, which may be costly.» Read More

Apr 15, 2020

If Not Now, When? New Legislation Simplifies Estate Planning in the Time of Coronavirus

New Jersey Governor Murphy has just made it easier to complete your estate planning during this coronavirus (COVID-19) pandemic. Many law firms, like ours, are offering Zoom meetings and phone consultations to comply with the social distancing measures. We email and mail documents to our clients.» Read More

Jun 17, 2019

Will I Be Able to Delete My Dad’s Facebook Account or Access His Cellphone Photos After He Is Gone?

Last week I was in the airport returning from a visit with my father when I read a poignant New York Times article that describes a too-common scenario. Families find themselves facing the unexpected loss of a loved one and end up grappling with a mundane but important task – accessing the digital life of the deceased.» Read More

May 03, 2019

What Should I Look Out for in Assisted Living and Nursing Home Admission Agreements? 5 Top Tips

It is Friday at 11 am and the hospital tells you that your mom is being discharged at 4 pm. They hand you a list of rehab facilities.

While trying to help your mom settle in, you are asked to sign a pile of paperwork.» Read More