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Charitable Giving or Elder Abuse? Uncertainties of a Late Heiress’s Last Years
June 14th, 2013
Admitted in 1991, Mrs. Clark ended up staying until her death, giving the hospital at least $4 million in donations, not counting millions more she paid just to live there and a $1 million bequest in her final, contested will, according to court pape…
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Tags: Elder Law
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And the Business Goes to …the Employees?
June 13th, 2013
Dawn Huston, 31, started working at Dansko 11 years ago, sorting shoes for delivery. Now a warehouse processor, she said the idea of owning a piece of the company made her nervous at first—though she wasn’t worried about her retirement savings, s…
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Medical Alert Scam Becoming Widespread
June 12th, 2013
Barbara Adams, 70, keeps getting one of those annoying robocalls that she just knows has to be a scam. The voice implies that somebody, her doctor or maybe her children, signed her up for a medical alert system. It's all free, the recording impl…
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Dodging the Family Feud over Your Estate
June 11th, 2013
Unfortunately, estate planning can cause family feuds over inheritance, often leading to litigation that can become lengthy and costly with no clear winner. From our experience, family litigation occurs not from a lack of trying to solve the issue, b…
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Don’t Hold Off on Having Those Hard “Talks” … Or It Will Cost You
June 10th, 2013
If you haven’t had a conversation with your parents about handling their financial affairs after they die, Krysten Crawford’s tale may spring you into action. Certain “talks” or conversations are imperative, although some of those discussions…
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Tags: Elder Law
Can a Promissory Note Help You Qualify for Medicaid?
May 31st, 2013
Promissory notes can be a valuable tool in Medicaid planning, as illustrated by a recent federal district court case. When it comes to ensuring proper care for your elderly loved ones, Medicaid can mean a world of difference … especially when your…
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Categories: Estate Planning
Time for a Family Meeting Regarding Your Elderly Loved Ones? Good or Bad, It’s a Must!
May 30th, 2013
People are calling "family meetings" nowadays not only to deal with their parents' health issues but increasingly to sort out their finances as well. No communication is bad communication. So regardless of how hard certain “talks”…
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Categories: Estate Planning
Be Your Own Bookkeeper When Caring for Elderly Parents
May 28th, 2013
There was no contract, no invoice, and no evidence the family agreed to pay him anything. Sure, Anthony gave round-the-clock care. The family would have hired round-the-clock nurses if he hadn’t been there. If you find yourself taking on the respon…
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Categories: Estate Planning
Estate Planning Does Not End at the “Unified Credit”
May 28th, 2013
This post concerns potential estate tax saving from establishing a separate revocable trust for each spouse and dividing the marital estate between the two trusts. What is a “unified credit” and how does it affect your estate plans? Forbes recent…
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Categories: Estate Planning
Tax Savvy Financial Tools in the Form of Life Insurance and Annuities
May 28th, 2013
“Oftentimes these products are sold based on the moment in time,” said Richard Coppa, managing director of Wealth Health, a financial advisory firm. “A couple of years ago, they were sold on guaranteed returns of 6 or 7 percent because people w…
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Categories: Estate Planning
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