When to have Healthcare conversation with Parents?
Your elderly mother is getting forgetful and confused. What do you do now?
December 23, 2021
Choose carefully when Naming a Trustee
You created your revocable living trust to hold your assets. You did so because of the probate avoidance and other benefits. You may have included sophisticated tax-planning provisions in your trust.
December 21, 2021
Ways to reduce Financial Elder Abuse
The financial exploitation of elderly people comes at a great cost: It costs victims as much as $36.5 billion each year, according to the National Council on Aging. It can also be more difficult to detect than physical abuse and neglect because it’s often done by family members, trusted friends and caregivers.
December 17, 2021
Evaluate your planning during Divorce
At such an emotional time, more paperwork is probably the last thing you want on your to-do list. However, taking a few key steps is critical to your financial future.
December 9, 2021
Divert Assets to maintain Medicaid Eligibility
Several types of special income trusts and other strategies can be helpful when trying to protect your family’s assets from the devastating costs of long-term care.
December 8, 2021
When should You Consult an Elder Law Attorney?
Here’s what you need to consider, when looking to hire an elder law attorney.
December 7, 2021
Common Errors with Medicare Enrollment
For millions of American retirees, Medicare is literally a lifesaver. If we live long enough, most of us will someday benefit from this federal health care insurance program.
November 30, 2021
What a Will Can and Cannot Do
That last will and testament you have tucked away? It may not be the last word on what happens to your stuff after you are gone. Instead, that legal document’s directives for doling out your wealth may be overruled by other paperwork and relevant laws.
November 18, 2021
Update Estate Plan after Divorce
Major changes in your life—such as marriage, having a baby, moving out of state, or divorce—should prompt a revisit to your current will. It is important to revise your will at these times, in order to ensure that your estate planning is up to date.
November 17, 2021
Include Special Needs Child in Retirement Planning
As parents of children with special needs age, they should revisit the decisions they made—sometimes many years ago—regarding guardianship, beneficiarie, and other aspects of their child’s care.
November 16, 2021