If you follow our blog, you understand why you need an estate plan and how it can provide peace of mind for your loved ones when you’re gone. But what about your own peace of mind? How can you be sure your assets are protected against threats to your estate while you’re alive? That’s where […]

As estate planning and elder care law attorneys, we’ve dealt with a lot of situations—from common ones many of us will experience to more unusual ones. They all have common threads, specifically, key takeaways that could help other clients avoid sticky situations down the line. Here’s how to avoid 10 of the most common estate planning mistakes:  […]

The adage, “where there’s a will, there’s a way” holds true for many things. But when we’re talking about a will in the sense of a legal document, it has its limitations. So how do you know if a will is sufficient for your estate planning needs? Ask yourself these questions:    1. Do you need to designate who would […]

If you’ve read any of our previous articles, you know the importance of having an estate plan. But what happens when you’re not sure if your elderly parents have one? How should you approach the topic with them?    Chances are estate planning isn’t your family’s preferred Sunday night family dinner topic. And let’s face it: […]

Get the Facts on What it Will (and Will Not) Cover    Wouldn’t it be great if Medicare were like an all-inclusive resort and whatever you needed was included? It’s probably not as fun to envision as cocktails poolside, but it’s still better than reality. In fact, what Medicare doesn’t cover may catch you by surprise, leaving […]

Not only is home care expensive, but it can be difficult to know where to begin when you need to set it up. Thankfully, we have resources to make the process easier and less expensive. Let’s take a look at what to consider.    In-home care can be an attractive alternative to a long-term care facility if you’re eligible. […]

Have you gotten an email from a Nigerian prince promising a generous reward if you helped him get his money out of the country? We all have. While those emails have become one of the most well-known examples of financial scams, the truth is financial abuse of the elderly has taken a far more sophisticated […]

When it comes to monetary gifts, nearly everyone is worried about the tax man. But actually, the tax man isn’t what should concern you most. Instead, it’s whether gifting is the right strategy for what you want to achieve. Here’s what we mean.      Will You Pay the Gift Tax? Only if You’re Really Generous    The number to […]

What do the Loch Ness Monster and long-term care have in common? They both scare people and are shrouded in myths. While we can’t help with a fear of the Loch Ness Monster, we can help ease anxiety surrounding long-term care by dispelling some common misconceptions. Let’s take a look at what’s fact vs. fiction.      Myth: “I’m confident I can […]