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Category: Elder Law

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If you’re 70 and have considerable assets, should you consider Medicaid Planning?

Posted on June 17, 2015
There are many factors to consider when deciding whether or not to implement Medicaid planning.  If you’re in good health, now would be the prime time to do this planning. The main reason is that any Medicaid planning may entail using an...
If you’re 70 and have considerable assets, should you consider Medicaid Planning? Continue reading…

Making your home senior-proof

Posted on April 27, 2015
Let’s face it – it’s tough getting old. The aches, pains, and pills often associated with aging are things that many members of the baby-boomer generation know all too well by now. Though you might not be able to...
Making your home senior-proof Continue reading…

Advance Planning Can Help Relieve the Worries of Alzheimer’s Disease

Posted on March 23, 2015
The “ostrich syndrome” is part of human nature; it’s unpleasant to observe that which frightens us.  However, pulling our heads from the sand and making preparations for frightening possibilities can provide significant emotional and psychological relief from fear.

When it comes to Alzheimer’s...
Advance Planning Can Help Relieve the Worries of Alzheimer’s Disease Continue reading…

Think Treasure Hunts are Fun and Games? Think Again

Posted on December 17, 2014
You’ve had an attorney draft your estate planning documents, including your living trust and will. Probate avoidance and tax saving strategies have been implemented. Your documents are signed, notarized and witnessed in accordance with all applicable laws, and are stored in a...
Think Treasure Hunts are Fun and Games? Think Again Continue reading…

Should you withdraw your Social Security benefits early?

Posted on December 2, 2014
You don’t have to be retired to dip into your Social Security benefits which are available to you as early as age 62.  But is the early withdrawal worth the costs?

A quick visit to the U.S. Social Security...
Should you withdraw your Social Security benefits early? Continue reading…

The Essential Component of Your Estate Plan’s Success

Posted on November 12, 2014
Properly drafted estate planning documents are integral to the success of your legacy and end-of-life wishes.  Iron-clad estate planning documents, written by a knowledgeable attorney can make the difference between the success and failure of having your wishes carried out.  However, there’s...
The Essential Component of Your Estate Plan’s Success Continue reading…

You’ve Established an Estate Plan. Do You Know Where the Documents Are?

Posted on November 4, 2014
For most people, finally establishing an estate plan is a big step that they have undertaken after years of delay. A second step is making decisions regarding the executor, trustees, beneficiaries, funeral costs and debt, and a third step is actually completing...
You’ve Established an Estate Plan. Do You Know Where the Documents Are? Continue reading…

Don’t Disinherit with a Small Amount

Posted on September 17, 2014
There are a lot of myths and misconceptions surrounding estate planning. Many people think that a last will and testament is the only estate planning document you really need. This of course is false. Others assume that you only need to...
Don’t Disinherit with a Small Amount Continue reading…

8 Things to Consider When Selecting a Caregiver for Your Senior Parent

Posted on August 4, 2014
As a child of a senior citizen, you are faced with many choices in helping to care for your parent. You want the very best care for your mother or father, but you also have to take into consideration your personal...
8 Things to Consider When Selecting a Caregiver for Your Senior Parent Continue reading…

Can I Get In Trouble With the IRS for Trying to Reduce the Amount of Estate Tax That I Owe?

Posted on July 16, 2014
You’ve likely heard that one of the many benefits of estate planning is reducing the amount of federal, and state, taxes owed upon your passing. While it may seem like estate tax planning must run afoul of IRS rules, with the...
Can I Get In Trouble With the IRS for Trying to Reduce the Amount of Estate Tax That I Owe? Continue reading…
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