An 80-year old gentleman was diagnosed with dementia at the same time that his wife was diagnosed with terminal cancer. When McRae & Associates got involved, his wife had passed away about 6 months before, and the client was still able to take care of himself, but was not in a safe place financially. So … Continue reading “Case #1: Fiduciary / Conservator + Guardian”
Case #2: Medical Advocacy / Care Management + Power of Attorney
Teri was appointed Power of Attorney for a gentleman still able to make his own decisions. The client and Teri were active at the same time, an uncommon situation that meant that both he and Teri were capable of making decisions on a medical and/or financial level. When this is the case, Teri steps in … Continue reading “Case #2: Medical Advocacy / Care Management + Power of Attorney”
Case #3: Personal Representative + Emotional Support for Family
Through a recommendation from the client’s attorney, Teri was appointed Personal Representative for a woman with terminal illness. Teri’s appointment led to her consultation with the client on a specific portion of his Estate: a valuable collection amassed from a favorite hobby and pastime of hers. The client was worried about what might happen to … Continue reading “Case #3: Personal Representative + Emotional Support for Family”