Estate Planning, Elder Law & Probate Lawyers

York and Kennebunk, Maine

The Brennan & Rogers, PLLC Journal

April 2023 Edition

We are excited to welcome

James S. Mundy, Esq., Senior Associate

to the Brennan & Rogers, PLLC Firm!

A Practical Approach

James Mundy believes being a good listener is essential to advising clients on their most important legal matters. For more than 17 years, James has worked to understand the needs of his clients so that he can answer their immediate questions, explain their options in plain English, and implement strategies that truly meet the client’s needs.

Education and Background

James studied English at Whitman College in Walla Walla, Washington, and graduated from the University of Texas School of Law at Austin in 2006. He completed clerkships at the Court of Appeals of Alaska and the Alaska Superior Court prior to moving to Maine in 2012. James has been recognized by his peers as a Rising Star in Super Lawyers from 2017 – 2020.

Practice

James was an owner/partner at Whitney, Mundy & Mundy in South Berwick, Maine for several years and has significant experience as a real estate, estate planning, and probate attorney. He has successfully represented clients in contested matters in Probate Court, District Court, Superior Court, and the Law Court, Maine’s highest judicial body. As a Senior Associate at Brennan & Rogers, PLLC, James will continue his previous practice and advise clients on estate planning, probate, real estate, and corporate matters.

Community

James is also deeply committed to Community Service and was a former South Berwick Zoning Board of Appeals member. He has frequently donated his legal services to worthy causes in Maine.

James lives in South Berwick with his wife Emily and their two children. He enjoys rockhounding, green woodworking, and skateboarding.

Please call our York office at 207-361-4680 to schedule a consultation with James.

Welcome to the Brennan & Rogers PLLC Team, James!

Updates in Elder Law and Estate Planning

When Does Someone Need Financial Guardianship?

When individuals cannot manage their finances, courts can appoint guardians. Financial guardianship is for those who need help handling money. Financial guardianship may also be called guardianship of the estate or conservatorship depending on the jurisdiction. In cases where individuals need help with personal and financial decisions, the court can order guardianship of the person and estate.

Affordable Housing Options for Low-Income Older Adults

Safe housing that meets older adults' needs is essential to healthy aging in communities. Many seniors with low, fixed incomes struggle to balance housing expenses with the costs of health care, transportation, and groceries. Finding inexpensive, safe, and accessible housing can be challenging. However, several affordable housing options are available for low-income older people.

Keeping Medicare Solvent Could Mean Higher Taxes for the Wealthy

With the 2024 presidential election in the not-too-distant future, coverage of heated debates over the nation’s government budget, including how to secure the future of public benefits programs like Social Security and Medicare, has dominated the daily headlines.

April is National Financial Literacy Month

National Financial Literacy Month focuses on helping Americans realize the importance of financial literacy and developing and maintaining smart money management habits, including personal financial management, budgeting, and investing.

On January 13, 2022, the United States Senate Special Committee on Aging presented its bipartisan report on “Financial Literacy in Retirement: Providing Just-in-Time Information and Assistance to Older Americans and People with Disabilities.” The report examines the real-time information and helps older Americans and people with disabilities need as they face changes in their lives, known as “just-in-time” financial literacy. The Senators also held a hearing on this topic, highlighting the report and a brochure for consumers to help them navigate these decisions.

Download Financial Literacy Booklet

Download Financial Literacy Brochure

Are you a local professional or organization or do you know of one? We welcome the opportunity to feature your written piece in our monthly newsletter!

Please email Kim for more information!

Please note: All meetings and document executions are to be held with an associate attorney. This special service is limited to residents of Maine and Massachusetts. We reserve the right to end this opportunity at any time and without notice. Payment plans are available.

Please call 207-361-4680 or email us to schedule your appointment today!

Estate Planning for

College Students and

Young Adults Under 25!

Young adults need to have the proper documents in place to ensure that their parents are still able to assist in their affairs as they embark on the next chapter in their young lives. We have two options to fit your needs:

$500- This fee includes one 30-minute consultation, held over the phone or via Zoom, one 30-minute document review and execution, and two documents: a General Durable Power of Attorney and an Advance Health Care Directive.
$1,000- This fee includes one 60-minute consultation held over the phone or via Zoom, one 30-minute document review and execution, and three documents: a basic Last Will and Testament*, a General Durable Power of Attorney, and an Advance Health Care Directive. *Wills involving complicated issues may incur additional fees.

Meet the Attorneys of Brennan & Rogers, PLLC

Mary Kathryn Brennan, Esq.

Smilie G. Rogers, Esq.

James S. Mundy, Esq.

Michael A. Cahill, Esq.

Katherine M. Audet, Esq.

Brennan & Rogers, PLLC

279 York Street

York, Maine 03909

Directions to York

2 Storer Street, Suite 111

Kennebunk, Maine 04043

Directions to Kennebunk

Mailing address:

PO Box 467

York, Maine 03909

Office Hours:

Monday - Friday: 9 am - 5 pm

Saturday and Sunday: Closed

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Brennan & Rogers, PLLC

279 York Street (PO Box 467)

York, Maine 03909

(207) 361-4680

www.brennanrogers.com