New Article: Beware the Joint Account

Read a new article by Attorney Mia Poliquin Pross about the risks of joint accounts, originally published April 2019 in the Lewiston Sun Journal:

As people age, they often decide to make one of their adult children a joint owner of their bank account . . . doing this can have unintended consequences.

For more articles, visit our resources page.


Some Highlights of ELOKK’s day at the Aging Well Expo

The Aging Well Living Well Expo at Sunday River was a great success. There were ongoing seminars throughout the day, and we were among lots of venders where attendees could get valuable information and lots of goodies.

Here’s our table where we had lots of handouts, including a do-it-yourself Maine Advance Directives form. We also gave away (my favorite) pens and lots of chocolate.

It was great getting to know some of the other people and businesses that serve seniors in Maine.

There were many very informative seminars. Ours was on the documents that a caregiver should have as an alternative to guardianship

We presented a seminar on the documents that a caregiver should have for a family member who is facing incapacity and how guardianship and conservatorship proceedings work when advance planning wasn’t possible. But, there were plenty of fun sessions too, like this Zumba class.

A highlight of the day was a Chondola ride after lunch up to the summit at Sunday River. It almost makes me want to learn to ski.

Kathleen will be on the faculty of upcoming NBI seminar, MaineCare update 2011

The seminar will be geared toward:

  • Attorneys
  • Accountants
  • Insurance professionals
  • Nursing home administrators
  • Paralegals

The subject matter to be covered:

Do you have the most current information relating to the impact of the new MaineCare changes? Are you confident in your ability to advise your clients due to these developments? Join us at this seminar to not just learn what changes have been made, but also gain insight into how they will affect your clients. Get yourself up-to-speed – enroll today!

  • Help clients make smart financial planning decisions with a solid understanding of the new framework.
  • Avoid precedence conflicts by analyzing the federal reforms versus MaineCare policies.
  • Review the possible financial outcomes and get tips for helping with planning decisions in light of the MaineCare changes.
  • Guide clients through the MaineCare qualification process by knowing what’s involved.
  • Translate the recent MaineCare reforms into the day-to-day practice skills you’ll need to advise your clients.

Date: March 24, 2001
Place: Fireside Inn, Portland
Sponsored by: National Business Institute

More info at: NBI seminar website