Personal Finance and Investing

pat_k

(10,878 posts)

9. I have a recommendation, but she is here in Seattle. Might be worth consulting for guidance on options tho

Fri Aug 16, 2024, 08:02 PM

Aug 2024

FWIW
Stephanie Haslam
Compassionate Legal Care
https://compassionatelegalcare.com/stephanie-haslam/

Although she is only licensed to practice here in WA, it might be worth giving her a call. She may be able to provide general guidance on options and typical range of costs.

She took care of my step-fathers new will, powers of attorney, and other financial planning after my mother died. He found her to be extremely knowledgeable and caring and was very happy to work with her.

From her website:

Stephanie is an attorney licensed to practice law in the state of Washington. She graduated from Seattle University School of Law in 2001, and was honored twice with the law school’s Trustees’ Scholarship.

Prior to law school, Stephanie earned a bachelor’s degree in occupational therapy from the University of Puget Sound. For more than a decade as an occupational therapist, Stephanie worked with adults with physical and mental disabilities, both in long term care and home health settings. While fighting for her patients’ healthcare benefits, she discovered how the power and right use of law can protect the most vulnerable individuals. It was this revelation that inspired her to embark upon her legal career.

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I'm old...and not well. Worried about my wife's finances after I'm gone. She has early dementia.... [View all] albacore Aug 2024 OP

you need to setup a irrevocable trust drray23 Aug 2024 #1

This Joinfortmill Aug 2024 #10

drray23 is spot ON.... democratsruletheday Aug 2024 #17

all of those are available including trusts. do a google search using those subjects. are there any senior centers in msongs Aug 2024 #2

Yes to the will. Selling her the idea of somebody controlling her money is a non-starter at this point. nt albacore Aug 2024 #5

Try an estate manager. sinkingfeeling Aug 2024 #3

Two people Lulu KC Aug 2024 #4

Rather than friends or acquaintances, I would advise your local bar association. lastlib Aug 2024 #21

I'd agree that it's always good to check the local bar association site about an attorney Lulu KC Aug 2024 #23

I totally agree Abstractartist Aug 2024 #6

Call a local social worker. They may be able to refer applegrove Aug 2024 #7

Go to Bogleheads.org. Read for a bit. Look at their Wiki. When marybourg Aug 2024 #8

I concur... Alephy Aug 2024 #13

I just came back to this thread. THANK YOU for the Bogleheads tip. Very useful. nt albacore Aug 25 #27

I have a recommendation, but she is here in Seattle. Might be worth consulting for guidance on options tho pat_k Aug 2024 #9

Do you have an attorney? A trusted banker? Botany Aug 2024 #11

This isn't a situation for random searching. You need a trusted lawyer for every phase. enough Aug 2024 #12

Don't know where you live but I hired an attorney that works with retired/elderly people Deuxcents Aug 2024 #14

Elder law resource TommyT139 Aug 2024 #26

absolutely critical that you get professional help Skittles Aug 2024 #15

I'm really sorry to hear about your wife's situation, yours and the worry you might be feeling. mahina Aug 2024 #16

Very informative n I hope to take advantage Deuxcents Aug 2024 #18

You bet! mahina Aug 2024 #19

Aloha, mahina .. I just now got an email with the pdf version attached! Deuxcents Aug 2024 #22

Thanks for all the good suggestions, DU folks. It's what we can depend on here...good folks. nt albacore Aug 2024 #20

Are none of your kids trustworthy? Happy Hoosier Aug 2024 #24

It's complicated. Both kids are trustworthy.. but... albacore Aug 2024 #25