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So far Mark Mateya has created 171 blog entries.

Estate Administration – Paying Bills

2014-03-24T11:26:45-04:00March 24th, 2014|Estate Planning and Administration|

          When a loved one passes away, there is a sense of responsibility that surfaces. It is a loyalty to the one who just passed – a way to show your departed loved-one, and the rest of the world, how much you loved them and cared for them. In the rush to show this affection, people sometimes take actions that can, and some that should , wait for the estate to pay.

          Whether your  loved one was wealthy or barely getting by, there will be bills to pay. There is a hierarchy of which bills must be paid from the […]

Power of Attorney Abuse: Can I Appoint Someone For A Limited Time?

2014-03-17T10:15:23-04:00March 17th, 2014|General|

            There are different types of power of attorney documents. Today we will look at a limited power of attorney. You can limit the ways in which your attorney in fact (what we often refer to as “our power of attorney”) can exercise his or her authority under your power of attorney. One of those ways is by time.

            You could have your attorney draft “This power shall remain in force until 10 PM on July 4th, 2014, at which time it is automatically extinguished.”  You can limit it by saying “This power shall remain in force until I return […]

Taking Care of Our Aging Parents: My Own Story Continues

2014-03-07T10:27:52-05:00March 7th, 2014|Taking Care of Your Parents: My Own Story|

                When the day comes that your parent can no longer remain in their own home safely, reflect on all they have done for you. For each of us, this is a different story. Look at your childhood.  It may have been like “Leave It To Beaver”, with a loving, nurturing family in a safe neighborhood.  Perhaps it was less than that, or perhaps it was the opposite. Even if there was abuse in your past, that was then…this is today. If your aging parent or grandparent is no longer safe to be in their own home or apartment, […]

Estate Planning – When Do I Need To Update My Will?

2014-03-07T10:13:59-05:00March 7th, 2014|Estate Planning and Administration|

          If you have already had your Last Will & Testament drafted, you are ‘one of the elite’ in our country. Statistics state, between 70 and 80 percent of  Americans do not have a Last Will & Testament. It appears to cut across economic, geographic and cultural divides. Most people just never ‘get around to it.’

          You are feeling pretty good about yourself now. . . “I am one of the few, the proud. . .” no, don’t go that far.  If you have already drafted your will, when should you update it?  Of the 80 percent of  […]

Power of Attorney Abuse: When Am I Meddling and When Am I Helping?

2014-03-03T13:08:38-05:00February 27th, 2014|Power of Attorney Abuse|

Aunt Gertrude needed help, due to her age and her failing health, so she appointed her niece, Milly, as her attorney in fact (often referred to as her “power of attorney”).  Milly loves her Aunt Gertrude, and most of the friends and family are very happy for Gertrude. But not everyone is so happy. . .

It seems that one of the family members, Sidney, is suspicious of Milly – Sid thinks Milly has ulterior motives. So Sid Suspicious starts snooping. She finds out that Milly seems to have plenty of cash to ‘throw around.’ Sid sees Milly spending recklessly; at […]

Observations Of “My Three Sons”: Three Months After Mom Entered Assisted Living

2014-03-03T13:15:19-05:00February 27th, 2014|Taking Care of Your Parents: My Own Story|

          Remember “My Three Sons” from the hay days of  black & white TV? Well, my two brothers and I are, perhaps, this generation’s version. Back then, Chip and Rob were worried about making Uncle Charlie mad if they brought mud into the living room. Today, these three sons have a few larger issues on our minds.

          “Did we do the right thing?”

          “Is Mom going to hate us for taking her away from her home that she lived in for over 40 years?”

          “Will Mom thrive or will she merely survive?”

          If you are asking yourself these questions […]

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