10 Questions To Help You Create Your Will

Creating a will not at the top of your to-do-list? Maybe it should be! Creating an estate plan is one way to ensure your family is taken care of, and your wishes are carried out in the future. Having a will isn’t just for the uber-rich or elderly. In fact, everyone should have a will […]
Can I get sued for moving out of my guardians house after being under guardianship for 18 years?
ADDITIONAL INFORMATION: When I was 18 months old I was put under my grandparents care under guardianship and now that I am 18 some drama happened and my grandmother told me I have to live with my unfit mother or Oma, and my grandmother says she will take me to court if I try to […]
How can I get medical updates on my mom in hospital when my sister has power of attorney and will not give me the pin code
ADDITIONAL INFORMATION: Sister and I are fighting. Mom lives in Florida. Mom admitted to hospital and is incapacitated. Sister has power of attorney and will not give me the pin code required by hospital to get information about Moms condition. What can I do? ANSWER BY MARGARET CROSS-BELIVEAU: A DPA covers only financial decisions. A […]
How do we legally change a Power of Attorney and Health Care Proxy?
ADDITIONAL INFORMATION: We want to designate a different person to execute our money and carry out our health wishes. ANSWER BY MARGARET CROSS-BELIVEAU: You will need to execute a new Durable Power of Attorney and a new Health Care Proxy. You will also need to notify in writing the person whom you replaced that he/she […]
In the state of Florida, does the person named in power of attorney have to be a Florida resident?
ADDITIONAL INFORMATION: I have no relatives here. My sister lives in VA and she is the person I would like to name. ANSWER BY MARGARET CROSS-BELIVEAU: No, your agent does not have to live in the same state as you. If possible, also try to appoint an alternate to your sister. Follow us on Facebook […]
My elderly disabled father has been taken advantage of financially by his tenant/repair man for about $20k. What can be done?
ADDITIONAL INFORMATION: My father is in his 70’s, in bad health, physically disabled, with somewhat impaired cognition. He recently hired his tenant do repairs on the property. The tenant has not finished most of the repairs, has taken advantage of my father’s memory by charging him multiple times for the same service, and has sent […]
Will That Be Cash or Barter?
How swapping products and services could benefit your business Bartering, the act of trading goods or services with other goods or services instead of money, is more popular than ever. With high unemployment rates and cash flow being stressed, bartering is a good way to create value for your business. The new world of bartering […]
How Stay-at-Home Orders Change Money Habits
The most fruitful periods of growth often happen when they are the least expected. Teachers and parents call them teachable moments. By reflecting on how you handle the situation, you can learn a lot about yourself. The disruption caused by this year’s pandemic is a massive teachable moment for all of us regarding money. Here […]
Small Business Owners Get Good News on PPP Loan Forgiveness
Small business owners, self-employed workers and freelancers received some welcome news when Congress recently passed the Paycheck Protection Flexibility Act. This new law clarifies how businesses can qualify to have all or a portion of its Paycheck Protection Program (PPP) loan forgiven. Here is what you need to know: December 31, 2020 is the new […]
Help! My Stimulus Payment is Wrong or Missing!
Millions of Americans already received their economic impact payment. But what if you’re still waiting or your payment was for an incorrect amount? Here are some common scenarios why you may not have received your payment, or the payment you did receive was for an incorrect amount, and what you can do. Your payment was […]