Using legal techniques to avoid probate can save your estate tax dollars, keep your affairs private, and eliminate the need for court approvals at every step. It can save you time, frustration, and in many cases, significant attorney and court…
In the holiday season, third-party scammers look for opportunities to exploit the good intentions of those wanting to help those less fortunate with charitable donations. Auto call lists that easily identify older victims and the ubiquitous online world of emails,…
Broaching the subject of estate planning with our parents can seem daunting to most of us. Despite the challenging subject, it is one of the most important conversations we can have with our parents. Having a thorough estate plan in…
Are you experiencing the struggle of simultaneously caring for children and aging parents? Welcome to the sandwich generation. Although generation is part of the phrase, it does not refer to people born at a specific time. Typically, these "sandwich" family…
Lost money, time, and relationships – family disputes about end-of-life care for a parent and inheritance can lead to serious legal repercussions. You can take steps moving beyond the possibility this might happen and create (or amend) your estate plan…
As we age or become ill, we are especially vulnerable to manipulation from those who seek to defraud or steal. Targeted attacks on susceptible older people to exert what attorneys regard as "undue influence" constitutes elder abuse. It disrupts the…
The House Ways and Means Committee approving the tax provisions in President Biden’s Build Back Better Act (BBBA) marks a significant first step towards the bill’s passage. As the draft stands, the legislative proposal could restrict the abilities of higher…
When there is a chance that you or a loved one may need Medicaid assistance soon, it is not the time to be giving gifts. This can be unfortunate since many get joy out of generosity. But gifts in that…
Over the course of the coronavirus pandemic, we’ve learned just how uncertain life can be. Too many elder Americans faced a life-threatening COVID-19 illness without legal documents naming trusted love ones to make decisions for their well-being while they were…
Your aging parents can access essential care and peace of mind at an assisted living community. Identifying the right fit, though, is vital. Determining the suitable facility for your loved ones requires matching your parents' needs, budget, and lifestyle with…