Understanding How Special Needs Trusts Work
Just as you have trust in a relationship, trusting your document and those with responsibilities in the trust are crucial to obtaining your objectives.
April 12, 2021
Social Security Mistakes could cost Thousands
On its surface, Social Security seems like a fairly straightforward program. You and your employer pay a tax based on your earnings, while you work. When you retire, you get a lifelong income stream that’s somewhat tied to how much you paid into the system.
April 7, 2021
Preparing to meet with an Estate Planning Attorney
While most initial meetings with an estate planning attorney will result in some questions you likely have never considered, there are many ways in which you can prepare for a thoughtful and productive estate planning conference that will result in a better understanding of your goals and more efficient use of time with your attorney.
March 22, 2021
Social Isolation Increases Elder Financial Abuse
The unprecedented quarantines to protect against the spread of the novel coronavirus have made many seniors more vulnerable to financial exploitation.
March 8, 2021
Protect Assets from Medicaid Recovery
If you’re helping an aging parent navigate Medicaid because they don’t have long-term care insurance or you think you’ll need it yourself someday, it’s important to understand how the program works.
March 4, 2021
Understanding the responsibilities of the conservator
When an individual cannot make important decisions for himself or herself, a judge appoints someone called the conservator or guardian to make decisions. The conservator has the legal backing of the court in all decisions, including finances, medical and personal care.
February 19, 2021
Be an Effective Advocate for Elderly Parents
As family caregivers, we play many roles: scheduler, money manager, house cleaner, health aide, nurse, navigator, nurturer and more. Perhaps the most important role, though, is advocate, as we ensure the best life possible for our loved ones when they are vulnerable.
February 11, 2021
The Difference between Power of Attorney and Guardianship
The difference between power of attorney and guardianship is a common question asked by adult children. Both roles share a duty to provide care and oversight of medical care and health.
February 10, 2021
Protect Your Estate from Nursing Home Costs
No one wants a nursing home but the longer we live, the higher the chance we may need a nursing home at the end of life.
February 8, 2021
You Must Plan for Your Spouse’s Medicaid
When a spouse enters a nursing home, the cost of care can be financially devastating. Many families are simply unable to afford long-term care without applying for Medicaid.
February 4, 2021