August 29, 2019

     

 Because Congress has an insatiable appetite to spend (even when they have to borrow to do it), it seems it’s always looking for new ways to take more of your money.  The latest example is the Setting Up Every Community for Retirement Enhancement (SECURE...

August 5, 2019

A durable power of attorney - where an agent is appointed to handle the financial affairs for a principal - has been used for decades. Until recently, it was unusual for these documents to ever be challenged or exploited. Unfortunately, with the rise of elder abuse, ba...

July 30, 2019

    

As we have discussed in previous newsletters, one of the best kept secrets of the Department of Veterans Affairs is the veteran’s pension for a non-service connected disability.  This benefit – a pension program – does not require a wartime injury.  It is...

April 30, 2019

   Benjamin Franklin said there were only two things certain in life: death and taxes. Yet in spite of everyone having an expiration date, many people live as if they have endless tomorrows. When the inevitable happens, it commonly causes serious consequences part...

February 22, 2019

Probate is the legal process by which the estate of a deceased person is settled. Regardless if someone dies with or without a will, probate is generally required when a person dies owning assets that do not have either a co-owner or a named beneficiary.  Probate admin...

October 3, 2018

Following the death of Aretha Franklin, it was reported that she did not have a will or trust.  Although the Queen of Soul’s estate has been estimated to be worth $80 million, she never took the time to plan her estate.  Don Wilson, her attorney for nearly three decade...

May 18, 2018

A recent Bloomberg View article explores the implications of General Electric’s multi-billion dollar losses from its long term care insurance unit and the challenge of caring for an aging population.  In “What’s Bad for GE Will Be Worse for America”, the article opines...

November 16, 2017

I’m often asked if I specialize in elder law.  Not only do I answer “yes”, I typically try to explain the reason for my answer.  While there are many attorneys who claim to be elder law attorneys, certainly not all specialize in it.  I believe an attorney who claims to...

November 8, 2017

A recent Kaiser Health News article (“Medicare vs. Medicare Advantage: How To Choose”) offers some helpful advice on choosing between a traditional Medicare plan and a Medicare Advantage plan.  While Medicare Advantage plans are required to provide the same benefits of...

February 15, 2013

What is Estate Planning?

Estate Planning is preparing for the orderly transfer of everything you own at your death. In short, it is legally arranging to give what you have to those who you want to receive it. It can also include when and how you want them to receive it.

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