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Financial Help for Caregivers
August 10th, 2015
Becoming a caregiver can result in many challenges; communicating with doctors, managing your time and your parents’ health, and just as importantly, their financial welfare. According to the National Caregiver’s Library website, (www.caregiversl…
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Nursing Home Arbitration Agreements are OK
August 7th, 2015
Buffalo attorney Julie Bargnesi is a proponent of fairness to health care providers and patients alike. She’s not only an attorney who represents health care providers and is a part of the health care industry practice team at Harris Beach, she was…
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Mr. Cub Alleged to Have Dementia when He Signed New Will
August 4th, 2015
The estranged wife of late Cubs legend Ernie Banks claims the Hall of Famer was diagnosed with dementia days before he signed a will that left his entire estate to his caregiver. Ernie Banks was in the middle of a long and somewhat contentious divorc…
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Answers to Questions about Medicare and Medicaid
February 4th, 2015
One adult son talks about his mother-in-law's well-being: She is elderly, lives alone, experiences symptoms of dementia, and doesn't accept help easily. She refuses to have strangers in the house. She has lost all effort to cook, but she wi…
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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
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
Collecting Social Security Benefits From Your Ex-Spouse
May 29th, 2013
Robin Brewton, who advises clients on Social Security benefit strategies, has boosted retirees' financial security with a single question: Are you divorced? There are several new challenges today’s retiring generation is facing, with the volat…
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Categories: Uncategorized
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
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
Survey Says Start “The Talk” with Mom
May 24th, 2013
“To the extent that there is a disconnect between parents and their grown children on these financial topics, our data show that families can look to mom to help bridge that gap,” says Lauren Brouhard, senior vice president of retirement in Fidel…
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Categories: Estate Planning
