News & Knowledge
Keeping our clients updated, educated, and informed.
What is a Living Trust and Why You Need One
What is a Living Trust? A Living Trust (not to be confused with a Living Will) is an estate planning legal document that is similar to a Will, but accomplishes more than just passing out your assets upon your death.
What to Know Before Adding a Reverse Mortgage to Your Retirement Plan
American Bar Association, Senior Lawyers Division Magazine,
Who Should I Appoint as My Agent for My Power of Attorney?
The agent under your Power of Attorney is a Very Important Person. Their job is to make your financial decisions in the event you are unable to make your own financial decisions because of an incapacity or otherwise. Your agent may be the person who has to pay your bills in the event of your absence or your incapacity,
The Role of Life Insurance in Estate Planning
What role does life insurance play in estate planning?
Life insurance can play a tremendous role in estate planning. For example, life insurance can provide liquidity to pay off the mortgage after the death of one of the spouses. Sometimes called “mortgage insurance”, life insurance can help ensure that the surviving spouse won’t have to deal with the mortgage, or other expenses, following the death of a spouse.
Long-Term Care Insurance and an Effective Elder Care Plan
Long-term care (LTC) insurance is becoming more and more vital to getting quality long-term care for ourselves and our loved ones when it is needed most.
Can I Use an Online Form for Estate Planning?
You could, but you should not.
The problem with online forms, and any other form of online estate planning DIY, is that (a) they are not likely prepared with the review of a qualified estate planning attorney, and (b) they are not likely state-specific.
Why you Should use an Elder Law Attorney for your Medicaid Application
Medicaid is an extremely complicated yet valuable program that can provide health care services to a senior living at home, in an Assisted Living Facility, or in a Skilled Nursing Facility. We meet with many families who have tried unsuccessfully, or are in the process of applying for Medicaid, who require guidance in order to receive Medicaid approval.
What is a Power of Attorney?
A Power of Attorney serves a useful function, when used appropriately. When used appropriately, the Power of Attorney is a wonderful tool to make sure your property, financial, and/or legal decisions are made effectively and efficiently by the person you trust and who will be responsible for making these important decisions.
Peace of Mind You Can Plan On.
Without proper planning, health care decisions may not be made during critical periods of mental disability, financial decisions may not be made when they are most needed, assets may not be distributed to intended loved ones, your assets may be lost to pay for the costs of long-term care, and Will provisions may not be respected and followed.
No Will: The Other Tragedy of Prince's Death
The importance of having a will to ensure you still have full control of all your assets