Mar 31, 2018 | Adult Children, Elder Exploitation, Long-Term Care Planning, Medicaid Planning
Harry and Wanda got married late in life. This was their second marriage, and both had children from the prior marriages. The couple wanted their children to inherit from their respective parents, so Harry and Wanda signed a prenuptial agreement to keep their property...
Mar 22, 2016 | Advance Directives, Directive to Physicians, Durable Power of Attorney, Elder Exploitation, Estate Planning, Healthcare Planning
No one likes to think about the possibility of their own disability or the disability of a loved one. However, as the statistics below demonstrate, we should all plan for at least a temporary disability. This newsletter examines the eye-opening statistics surrounding...
Oct 20, 2015 | Advisors, Elder Exploitation, Elder Fraud, Elder Law, Estate Planning, Trusts
When a person decides to make a last will and testament, there are various duties which will need to be performed by others once the will has been probated. Whether choosing a trustee to manage money or perhaps a guardian over minor children, each position, along with...
Jun 9, 2015 | Elder Exploitation, Elder Law, Estate Planning, Trusts
It’s natural that estate planning efforts focus on big-ticket items, such as real estate, business interests, retirement assets and brokerage accounts. But it’s important not to ignore the “small stuff,” like artwork, jewelry, furniture, antiques, clothing and...
May 15, 2015 | Adult Children, Elder Exploitation, Elder Fraud, Elder Law, HIPAA Release, Long-Term Care Planning, Medical Power of Attorney
Most people do not want to think about, let alone discuss, the sexual habits of their parents. For most people, the elderly are asexual beings. They do not have physical desires. However, if forced to look at the issue, all of us will come to the realization that...
Sep 9, 2014 | Adult Children, Elder Exploitation, Elder Law, Estate Planning, VA Pension Planning
Think that student loan you took out but didn’t repay was forgotten? Think again. There is a growing trend of octagenarians having their social security pay garnished to repay not only their student loan debt but the debt of their kids as well. Remember when you...
