Phone: 401-841-5700
Fax: 401-367-0192
WE MAKE ELDER LAW HOUSE CALLS IN RHODE ISLAND
Contact the Rhode Island Elder Law Attorneys at The Law Offices of Jeremy W. Howe, Ltd.:
401-841-5700 or via EMail HERE.
Seniors are more active and living longer than ever before, but they have a new set of legal concerns that were rarely addressed by earlier generations. Elder Law refers to those areas of law that relate to the elderly and others who are faced with difficult decisions regarding current living situations, future medical care, estate planning and post-death issues. Elder Law focuses on drafting of Wills and Trusts, consideration of tax issues, eligibility for state and federal benefits, nursing home care, and Advance Medical Directives.
Areas of Elder Law we handle:
Client’s father passed away. Middletown, RI
“Hilary – The day I met you, I was a mess. I was so upset about my dad and everything that I had to get done, and then you helped me out and I just started to feel better. Thank you so much.”
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Contact the Rhode Island Elder Law Attorneys at The Law Offices of Jeremy W. Howe, Ltd.:
401-841-5700 or via EMail HERE. ***WE MAKE ELDER LAW HOUSE CALLS IN RI***
Petition for Probate: Opening a probate estate
A gentleman who had been granted Durable Power of Attorney by his elderly mother needed to transfer money from her mutual funds account into a checking account of which he and his mother were joint owners. However, before he was able to complete the transfer, his mother died and his power as his mother’s “Attorney in Fact” was no longer valid. The son was not sure what he needed to do to be able to access the account valued at over $125,000.00. His mother did die with a Will.
Results: A Petition for Probate of Will was filed with the appropriate probate court and the hearing held at which time the judge admitted the Will to probate and named the son as Executor, pursuant to the terms of the Will. Within a week or so, the son will receive his Certificate of Appointment which can be provided to the company that manages the mutual funds account. This will then allow him to close the account and take control of the funds.
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Elder Law also includes the probate process, such as guardianships, conservatorships, and the administration of decedents’ estates.
We assist our clients in their decision-making by conducting a complete review of their estate planning needs including when and how to pass assets to beneficiaries, the avoidance of probate, tax-saving strategies, Medicaid planning, and the availability of Veterans Aid and Attendance Benefits. We believe that it is important not only to execute the documents that will insure that our clients’ needs are met, but also to develop and maintain a relationship of trust and confidence.
Contact the Rhode Island Elder Law Attorneys at The Law Offices of Jeremy W. Howe, Ltd.:
401-841-5700 or via EMail HERE.
THE SIMPLEST PLANNING DOCUMENT CAN BE THE MOST USEFUL DOCUMENT.
We routinely prepare Durable Powers of Attorneys for clients which process usually takes us less than ½ hour unless the client requires special provisions. This inexpensive document often “avoids probate” during the lifetime of our client because a guardianship of a ward’s estate is not required if there is a proper “DPOA” in place. This can result in savings of thousands of dollars for fees, costs and bond charges over the lifetime of the ward.
Disclaimer
CASE RESULTS : EACH CASE IS FACT SPECIFIC AND WHAT MAY HAVE HAPPENED IN THESE CASES MAY NOT “FIT” YOUR PARTICULAR SITUATION OR BE IN YOUR BEST INTEREST.
If you are seeking advice or information after reviewing our website, please understand that the use of the Internet for communications with this office will not establish an attorney-client relationship. An attorney-client relationship can only be established after a full interview in person and completion of an appropriate attorney-client relationship agreement. Messages containing confidential information should be sent with care since the Internet may not be a secure method of communicating. Time sensitive information should not be sent without other forms of communication such as a telephone call.
The information contained in this site is provided as a public service for informational purposes only and is not intended to be a comprehensive statement of the law or, in particular, to contain legal advice. Laws vary from state to state and are subject to change, which could affect the information available on this site. If you have questions regarding any information found on this site, you should consult an attorney who can investigate the particular circumstances of your situation. Persons receiving information found on this site should not act on this information without receiving professional legal counsel. The opinions expressed at or through this site are the opinions of the individual author and may not reflect the opinions of the firm or any individual attorney.
The Rhode Island Supreme Court licenses all lawyers in the general practice of law. The Court does not license any lawyer as an expert or a specialist in any field of practice.
Additionally we meet law office and mediation clients by appointment at:
"We also make ElderLaw housecalls!"