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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5 Ways your Will can Become Useless, or Close to it Is having an out-of-date will better than having no will at all? While wills do not have expiration dates, certain changes can render them useless. -
Prenuptial Agreements Can Be an Estate Planning Tool As more and more people marry more than once, prenuptial agreements have become an important estate planning tool. -
Make Sure Your Beneficiary Designations Match Your Estate Plan Many types of property and investments pass outside of probate and allow you to designate who will receive them after your death. -
What Taxes Are Due When the Beneficiary of a Special Needs Trust Dies? Trusts are important vehicles in special needs planning. They not only set aside funds to pay for the care of the person with special needs while maintaining eligibility for programs like Medicaid, but they provide ways to preserve these funds through the person’s lifetime. -
How to Avoid Problems as a Trustee Being a trustee is a big responsibility and if you don't perform your duties properly, you could be personally liable. -
Four Ways the Pandemic May Affect Long-Term Care Insurance The coronavirus pandemic has had a devastating impact on the elderly, particularly those in nursing homes and other long-term care facilities. -
Nursing Homes Liability During the Pandemic The coronavirus pandemic has hit nursing homes particularly hard. -
Three Changes You May Want to Make to Your Estate Plan Now Due to the Pandemic You may need to reevaluate some elements of your estate plan in light of the coronavirus pandemic. -
How Your Stimulus Check Affects Medicaid Eligibility The coronavirus relief bill includes a direct payment to most Americans, but this has Medicaid recipients wondering how the payment will affect them. -
Seniors Who Lost Their Job During the Pandemic could Claim Social Security Benefits Early. In the wake of the coronavirus pandemic, unemployment is skyrocketing. Seniors who lose their jobs may be tempted to claim Social Security benefits early.