» Elder Law

Estate Planning: Dos and Don’ts

The need for future planning confronts all of us at one point or another, and future planning includes estate planning. While you may not wish to think about topics like incapacity and death, they are both a part of life for everyone. Careful plannin… Read More
Read More

“Grandparent” Scams

As individuals age, they often become more vulnerable to scams, which can end up costing them a great deal of money. As many senior citizens live on a fixed income, falling prey to just one scam can be financially devastating. One of the most common… Read More
Read More
Categories: Elder Abuse, Elder Law

Holiday Loneliness and Depression Can Be a Real Problem for the Elderly.

Although the holidays are usually always thought of as a joyous time, that is not the case for some.  loneliness and depression are often on the upswing during this time of year….especially with the elderly.  Changes and losses in the… Read More
Read More

States Race to the Bottom with Trust Laws

In the U.S. each individual state has wide latitude to determine its own laws for handling trusts. Many are concerned that a small handful of states are using that latitude to race to the bottom. Delaware has long been known for having trust-friendly… Read More
Read More

Holding a Trustee Liable

One of the reasons that trusts are an effective estate planning tool is that the trustee is legally required to act in the best interests of the beneficiaries. However, it is increasingly difficult to hold trustees liable when they do not do so. Trus… Read More
Read More

Paper Claims to Have Identified Prince’s Son

If a California newspaper is correct, then dividing up Prince’s estate will be much easier than previously thought. The paper claims that DNA tests have proven that Prince has a son. Recently, the Minnesota probate judge overseeing the Prince estat… Read More
Read More

Retirement Accounts Limit Time for Heirs to Make Decisions

Beneficiaries of retirement accounts face big decisions and limited time. Inheriting spouse has many options and limited time to decide as recently discussed by Market Watch in “Inheriting a retirement account? Lump sum payouts can be costly.” Th… Read More
Read More

Estate Planning for Alzheimer’s Disease

Good estate planning does not just concern itself with what happens to your assets after you pass away. It also takes into account the things that you might need at the end of your life, including the possibility of getting Alzheimer’s disease. Obv… Read More
Read More

New Medicare Law Could Save Patients Money

Because of a quirk in Medicare’s reimbursement policy some patients have been hit with thousands of dollars in unexpected out-of-pocket expenses. A new law does not fix the quirk, but it at least mandates that patients must be notified before the c… Read More
Read More

Thieves Targeting the Elderly

Millions of elderly people in the U.S. live alone and many of them suffer from loneliness and diminished capacity. That makes them vulnerable to thieves. Criminals like to pick the easiest targets that they can find. For many thieves that means they… Read More
Read More

DocuBank Portal

Submit to Schedule a Free Estate Planning Consultation