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Elder Law & Estate Planning Basics

Posted November 11, 2015

In Events, PK Law Learning Center

Elder Law & Estate Planning Basics2015-11-112018-10-01https://www.pklaw.com/wp-content/uploads/2022/07/pkl-location-logo.jpgPK Lawhttps://www.pklaw.com/wp-content/uploads/2022/07/pkl-location-logo.jpg200px200px

ElderLawEstatePlanningBasicSeminar

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Towson, MD

901 Dulaney Valley | Suite 500
Towson, MD 21204
P: 410.938.8800 | F: 410.832.5600

Columbia, MD

10500 Little Patuxent Parkway | Suite 650
Columbia, MD 21044
P: 410.740.2000 | F: 410.884.7484

Bel Air, MD (North)

139 North Main Street | Suite 100
Bel Air, MD 21014
P: 410.938.8800 | F: 410.832.5656

Bel Air, MD (South)

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Bel Air, MD 21014
P: 410.938.8800

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Power of Attorney Questionnaire

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The person creating/signing the document is called the principle and the person you are designating authority to act to is called the agent. Have you identified the person you would designate as an agent?

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Elder Law Questionnaire

Elder Law Questionnaire

What is your relationship to the person needing elder care?

Do you have any question as to the competency of the person you are seeking elder care for?

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Does the individual have a power of attorney in place?

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Where do they currently reside?

Would you like them to continue to reside at this location?

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If yes, do they have long term care insurance?

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Is there a home or other real estate you would like to protect?

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Do you have adult children?

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If you do not have a spouse or adult children or do not intend to designate any of them as your agent, do you have someone you are close with to designate as your agent?

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Is the person you intend to designate as your agent in good health and able to function, including traveling to and from hospital, relatively easily and independently?

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Have you considered giving your family members or those you are close to your end of life healthcare wishes?

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Do you own or partially own a business?

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Estates are taxable when they exceed $5.5 million. Will you need a plan that takes this into consideration?

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