Follow our attorney blog to stay current on the estate planning issues you should be thinking about as you near retirement, face a medical crisis, or as a parent ages. Our attorney shares insights based on his many years of experience in estate planning and elder law in these posts.
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The Attorney's Role in Medicaid Planning Do you need an attorney for even "simple" Medicaid planning? This depends on your situation, but in most cases, the prudent answer would be "yes." -
Can You Visit Nursing Home Residents After They are Vaccinated? COVID vaccines are starting to roll out to nursing homes across the country, signaling the beginning of the end of the pandemic. -
Ability to withdraw money early from Retirement Plan without Penalty Expires at the End of the Year If you are experiencing financial hardship due to the coronavirus pandemic, you may want to consider withdrawing money from your retirement account while you still can. -
Make Reviewing Your Estate Plan One of Your New Year's Resolutions The beginning of a new year is a good time to take a look at your estate plan to make sure it is up to date. -
Paying Taxes When Selling an Inherited Vacation House While it may seem great to inherit a vacation house, in actuality it may not be practical to keep the property, especially for tax reasons. -
Receiving an Inheritance While on Medicaid For most people, receiving an inheritance is something good, but for a nursing home resident on Medicaid, an inheritance may not be such welcome news. -
A Modest Social Security Increase for 2021 The Social Security Administration has announced a 1.3 percent rise in benefits in 2021, an increase even smaller than last year’s. -
Don’t Forget to Fund Your Revocable Trust Revocable trusts are a very popular and useful estate planning tool. But the trust will be ineffective if you do not actually place your assets in the trust. -
The Hazards of Do-it-Yourself Estate Planning Many websites offer customized, do-it-yourself wills and other estate planning documents. Although such products are convenient, using them could create serious and expensive legal problems for heirs. -
Nursing Home Residents Face Even Greater Barriers to Voting Amid Coronavirus Pandemic The coronavirus pandemic has forced nursing homes to place a number of restrictions on their residents.