Yearly Archives: 2019

December 2, 2019

Getting to Know Trusts

Which One is Right for You?

Do I Need a Trust? You may have a disabled child and want to permit that child to inherit without losing government benefits. Or perhaps your or your spouse’s health is declining and you foresee eventually needing long-term care benefits. Or, you might be in the classic “trust fund” situation, where you’re concerned that your […]

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Technology Enhances Long Term Care for Seniors

Tips For Making the Technology Transition Easier

You are a caregiver to your parent, but you live 4 hours away and can’t be there to help with everyday activities. Technology can help, but only if you and your parent(s) are able to understand and use it effectively. Each year in Las Vegas the Consumer Electronics Show rolls out new and innovative technology […]

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April 1, 2019

Power of Attorney Misconceptions

Understanding the Benefits of a Power of Attorney

A durable power of attorney is one of the most important estate planning documents you can have. It allows someone you appoint (your agent) to make decisions on your behalf in the event you become incapacitated. If you have not appointed an agent then your friends and family may not have the authority to make […]

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Common Mistakes When Planning for a Disabled Family Member

The Basics of Special Needs Planning

There are 58 million Americans five years of age or older that are identified as special needs making them the largest single minority in this country. The majority of federal and state benefits available to help persons with disabilities are needs-based, meaning income and assets are strictly limited and can often be misunderstood or misinterpreted, […]

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January 3, 2019

Blended Families: The Estate Planning Questions You Need to Ask

Divorced, remarried or widowed? Your estate plan needs extra attention.

Chances are, you or someone you know is part of a blended family. Once uncommon, fully 42 percent of adults now have some kind of step-relationship, according to Pew Research. That’s 95.5 million people. For the millions of divorced, widowed, and remarried Americans out there, estate planning is extra tricky. In a blended family situation, […]

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Does Your Senior Need a Guardianship or Conservatorship?

Situations in which these court-supervised procedures may be appropriate.

Increasingly, attorneys encounter the following situations: Seniors come to us, often brought by their children or children-in-law, when mental incapacity has set in, and although they have family members who are willing and able to take care of them, the seniors do not have the necessary delegation documents in place to empower these helpers as […]

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