Transition Documents

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A Missouri funeral director recently called for advice.  He received a first call for an individual that died without a spouse or children.  The deceased had a surviving parent and several siblings, but a distant relative was asserting the right of sepulcher by virtue of a durable power of attorney.  The funeral director had reviewed…

The Memorial Business Journal (the NFDA’s weekly newsletter) has been drilling down into the NFDA’s 2024 Consumer Awareness and Preferences Survey.  With the FTC’s Funeral Rule amendment looming, the July 4th MBJ edition was of particular interest to us.  The Survey found that 92% of the survey respondents use Facebook, with most of those…

We recently found this post on funeral matters explaining the authorities of executors, guardians and power of attorney agents to control funeral arrangements.  The post is limiting its advice to New Jersey laws, but a casual reader could lose sight of that limitation.  With regard to executors, the post suggests that an executor will be…

The traditional funeral and burial remains the preference of many individuals.  Understanding that this type of arrangement will be more expensive, many of those individuals purchase a preneed contract to spare their survivors a financial burden.  But what happens when a child does not respect their parent’s preference for a traditional funeral and burial?  Upon…

I saved this NYT article for a rainy day.  Finding Out Your Power of Attorney Is Powerless describes situations where families had a financial institution reject a power of attorney subsequent to the principal becoming incapacitated with dementia or Alzheimer’s.   My family had a similar experience recently when my mother-in-law had to be admitted to…

A recent Guardian article offers excellent advice to caregivers for individuals with dementia.  The author, Cynthia Dearborn, shared her experiences about caring for a father with vascular dementia.  Cynthia described how her father’s short-term memory became severely impaired, along with his judgment and reasoning skills.  I am having a similar experience with a Transition Plans’…

COVID is forcing American families to confront end-of-life planning.  There are numerous articles on the subject, but NPR published one during the summer of 2020 that made a recommendation that is often overlooked: creating an inventory.  My wife, the list maker, established our first inventory 30 years ago when our first child was born. …