Providing peace of mind through skilled guidance, compassion & simplicity

What is the Senior Freeze?

My father died on Dec. 24, 2014 and I inherited his home after living with him several years before his death. I still live there. However, I did not receive the new deed until later in 2015. I’m 66, single and my income is below the maximum for the Senior Freeze. What is considered my ownership date for the Senior Freeze?

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Three Different Kinds of Power of Attorney

The durable power of attorney is one of the most effective and important planning tools for medical care and estate planning, since it enables a person (the principal) to delegate certain powers to another (the agent) by means of a written legal document.

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