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.
Ms. Kienitz will be a speaker and presenter at the upcoming continuing education seminar put on by NBI, Inc.: “Estate Planning and Administration: The Complete Guide.” This two day seminar is geared towards lawyers, financial planners and accountants, and is being held on December 18, 2017 at the Courtyard Portland, Downtown/Waterfront (321 Commercial Street, Portland, ME)
For more information and to register, click here.
Kathleen Kienitz will be a presenter at the Elder Law & Estate Planning Institute to be held at the Augusta Civic Center, May 5-6, which will be featuring nationally known expert on retirement benefits, Natalie Choate. Ms. Kienitz’s topic will be on the use of Supplemental Needs Trusts in planning for people receiving disability benefits.
Elder Law Offices of Kathleen Kienitz will have a booth at the upcoming Aging Well Living Well event at Sunday River in October 2017 , sponsored by Seniors Plus. They will be handing out a lot of valuable information relevant to elder law and estate planning as well as other goodies. Stay tuned for more details as the date approached.
For more information about Seniors Plus: http://www.seniorsplus.org
“The prospect of planning for long term care has become increasingly difficult for the majority of Americans who fall into the middle class . . . women face a unique set of problems in this arena.”
Read full article in here
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.
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.