Mateya Law Administrator

About Mark Mateya

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So far Mark Mateya has created 171 blog entries.

Estate Planning – Where To Store Those Precious Documents

2014-03-03T13:16:26-05:00February 6th, 2014|Estate Planning and Administration, General|

          So you’ve finally decided you are going to ‘get around to’ having your last will and testament drafted by your attorney. Good for you! About 8 out of 10 Americans never do ‘get around to it.’  So now that you have scheduled your appointment with your attorney, here are two things I want you to consider:

          First, have all of your protective documents drafted at the same time – a power of attorney, living will, health care power of attorney and any other documents which you might need.

          Second, decide where you are going to store your last will […]

Estate Planning: “Living Trusts”

2014-03-03T13:17:05-05:00January 23rd, 2014|Estate Planning and Administration, General|

Estate Planning: “Living Trusts”

          There was a time in the not-too-distant past that trusts were being marketed as the best thing since sliced bread. Clients would come into our office saying they wanted a trust.  When I asked what type of trust, or what the purpose of the trust, the response was always some version of :

          “I don’t want to pay probate. And I can save money on taxes with a trust.”

          Sadly, most of these were revocable trusts which were often referred to as ‘living trusts,’ which sometimes saved a few dollars of probate and rarely if […]

Power of Attorney — Tending to Bank Accounts

2014-03-03T13:18:09-05:00January 13th, 2014|Abuse, Attorney in Fact, General|

            Aunt Gertrude needs to open a new bank account and her niece, Milly, is going to help. Milly is Aunt Gertrude’s attorney in fact (often referred to as her “power of attorney”).  Aunt Gertrude knows everyone at the bank, and she is happy to introduce Milly to her ‘banking family.’

            The bank acknowledges Aunt Gertrude’s power of attorney document, but also has both her  and Milly sign a bank document as well. After signing the document, Aunt Gertrude and Milly are on their way.

            Fast forward two years –

            Aunt Gertrude has been doing her own banking without Milly. […]

Mom in Assisted Living, part Two — Now What?

2014-03-03T13:18:47-05:00January 6th, 2014|General, Taking Care of Your Parents: My Own Story|

          So we have made the necessary arrangements, we moved Mom into an assisted living arrangement which agrees with her. We have removed her from the house which she loved but which had become more of a threat than a comfort. We know she is sleeping better at night without the worries of taking care of that big house. My brothers and I are certainly sleeping better at night knowing that Mom is safe and has caregivers down the hall, should she need them.

          Are all of our concerns dealt with? Are we happy, knowing that we did […]

Your Legacy

2014-03-03T13:19:19-05:00January 6th, 2014|Estate Planning and Administration|

        You are going to leave a legacy when you pass away. This is not a happy thought, I know. None of us wants to think about our mortality. Leaving a legacy is not only for the wealthy. In fact, with some basic planning, you can be sure that you leave a legacy that is fitting – is what you want.

        It’s not all about money.

        It’s not all about land, houses and things.

        It’s not all about creating scholarships, or leaving gifts to your church or synagogue.

        It’s about making sure that the things that matter to you the […]

Power of Attorney Abuse: Who Do I Tell?

2014-03-03T13:20:07-05:00December 30th, 2013|General, Power of Attorney Abuse|

            If you have read the blogs here, you know that Aunt Gertrude has been taken advantage of by her niece Milly in several different ways. So who should Aunt Gertrude tell about this? Where should she go?

            She should tell those she trusts about the way someone is taking advantage of her. But what if the person who is taking advantage is the one who is supposed to be looking out for her? What then?

            Here in Pennsylvania, we have an Elder Abuse Hotline, at 1-866-623-2137. “The Elder Abuse Unit was created to address financial exploitation, scams and fraud […]

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