Estate Planning Updates
August 2023
In This Issue:
- The After-Death Checklist
- The Rise in Charitable Planning
April 2023
In This Issue:
- The Importance of Business Planning
- How to Avoid Challenges in Your Will or Trust
February 2023
In This Issue:
- Should Your Beneficiary Serve as Your Executor or Trustee?
- Why Transferring Home Ownership Does Not Replace an Estate Plan
December 2022
In This Issue:
- Should All Your Children Receive Equal Inheritances?
- Do You Need a Prenuptial Agreement?
October 2022
In This Issue:
- Sentimental Assets and Your Will: Understanding When Someone Can Challenge Your Wishes
- Can You Still Retire Comfortably On A Million Dollars?
August 2022
In This Issue:
- A Will is a Key Component of Any Estate Plan, But It’s Not Enough
- When Was the Last Time You Updated Your Estate Plan?
June 2022
In This Issue:
- How to Protect the Legacy of Your Vacation Home
- Why You Need a Digital Will
April 2022
In This Issue:
- What to Do When a Loved One is Diagnosed with Dementia
- Legal Documents that College Students Shouldn’t Leave Home Without
February 2022
In This Issue:
- Myths and Misconceptions about Retirement Planning
- Why Do People “Put Off” Estate Planning?
December 2021
In This Issue:
- The Risks of Giving Adult Children an “Advance” on Their Inheritance
- Moving Out of State? You May Need to Revise Your Estate Plan
October 2021
In This Issue:
- The Objectives and Benefits of a Spendthrift Trust
- What Will Happen to Your Digital Estate When You Pass Away?
- Yes, Even Millennials Should Have an Estate Plan
August 2021
In This Issue:
- What’s Not to Like About an I Love You Will? Plenty.
- If Your Children Have Turned 18, They Need Their Own Legal Documents
- Be Sure to Fund Your Revocable Living Trust
June 2021
In This Issue:
- Estate Planning for Second Marriages
- Tips for a Successful Family Business Succession
April 2021
In This Issue:
- Do You Need A Trust?
- If You’re Thinking About Downsizing Your Home In Retirement, Avoid These Common Mistakes
February 2021
In This Issue:
- A Look at America’s Most Popular Pension Plan: Social Security
- Five Ways President Biden’s Tax Plan Could Impact Your Finances
December 2020
In This Issue:
- Your Legacy is More than Just the Money You Leave to Loved Ones
- What is the Difference Between a Will, a Living Will, and a Pour-Over Will?
- Now Is a Good Time to Review Your Estate Plan
October 2020
In This Issue:
- 10 Ways To Maximize Your Social Security Benefits
- How to Avoid COVID-19 Scams
August 2020
In This Issue:
- Is There a Difference Between a Special Needs Trust and a Supplemental Needs Trust?
- The Benefits and Importance of Designating Beneficiaries in Your Retirement and Other Accounts
June 2020
In This Issue:
- Without Your Own Estate Plan, the Government Will Make One For You! (What Could Possibly Go Wrong?)
- Special Needs Planning Mistakes
April 2020
In This Issue:
- Planning Documents Every Family Needs… Now More than Ever
- Estate Planning Challenges For Owners Of Vacation Homes
- Estate Planning For Young Families
February 2020
In This Issue:
- How The SECURE Act Will Impact Retirement And Estate Planning
- Roth IRAs Are Remarkably Flexible Retirement Planning Tools
4th Quarter 2019
In This Issue:
- The Bank Has Refused Your Financial Power of Attorney. Now What?
- Social Security Phone Scams Have Become a Greater Threat than IRS Scams
- Why You Must Keep Your Estate Plan Up-to-Date
3rd Quarter 2019
In This Issue:
- The HIPAA Release: What It is and Why You Need One
- Estate Planning Basics: An Introduction to Trusts
- Choosing a Guardian for Minor Children
2nd Quarter 2019
In This Issue:
- Know Your Options: The Spectrum of Long-Term Care
- Reward Your Pet With the Best Treat of All – a Pet Trust
Elder Law Updates
May 2023
In This Issue:
- Coping with Caregiver Burnout
- Understanding Medicaid’s Look-Back Penalties, Exemptions and Exceptions
March 2023
In This Issue:
- How to Identify Signs of Abuse in Nursing Homes and Assisted Living Facilities
- Managing a Medicaid Crisis
January 2023
In This Issue:
- How to Spot Illegal Nursing Home Debt Collection Tactics and Stop Them in Their Tracks
- Could You Benefit from an Irrevocable Living Trust?
November 2022
In This Issue:
- Easing the Stress of Being a Sandwich Generation Caregiver
- Provide Your Feedback on the National Strategy to Support Family Caregivers by November 30th
- How to Make Sure A Nursing Home is Right For You or Your Loved One
September 2022
In This Issue:
- Planning For Long-Term Care: Medicare v. Medicaid
- The Rising Costs of Medicaid and Managing a Medicaid Crisis
July 2022
In This Issue:
- Powers of Attorney: General or Limited?
- Aging in Place vs. Nursing Home Care: Important Factors to Make the Right Choice
May 2022
In This Issue:
- Preserving Your Legacy: What Entrepreneurs Should Know About Estate Planning
- Filial Responsibility: Are Children Responsible for Their Parents’ Long-Term Care?
March 2022
In This Issue:
- The VA Aid and Attendance Program Helps Eligible Veterans Pay for In-Home Care
- The Truth About Using Medicaid to Pay for Nursing Home Care
- What Services are Covered by Medicare? Find Out by Using Medicare’s Free App
January 2022
In This Issue:
- What is a Pour-Over Will and How is It Used?
- Finding the Right Nursing Home: Don’t Rely Entirely on the Five-Star Quality Rating System
- The New Year is a Great Time to Review Your Estate Plan
November 2021
In This Issue:
- National Family Caregivers Month Reminds Us that Caregivers Need Help to Avoid Burnout
- Estate Planning for Couples Marrying Later in Life
September 2021
In This Issue:
- What is the Medicaid Look-Back Period?
- What Women Need to Know about Social Security
July 2021
In This Issue:
- A New Treatment for Alzheimer’s Disease and the Controversy Surrounding It
- A Change to the Rules Governing Reverse Mortgages Provides Greater Protection for Non-Borrowing Spouses
May 2021
In This Issue:
- Should You Be Concerned About Changes to the Step-up in Basis?
- Myths and Misconceptions about Probate
March 2021
In This Issue:
- Managing Your Loved One’s Legal Needs: A Checklist for Caregivers
- Why Your Estate Plan Must Include More than a Will
January 2021
In This Issue:
- Myths and Misconceptions About Coronavirus Vaccines
- How to Discourage Challenges to Wills and Trusts
November 2020
In This Issue:
- As Part of National Family Caregivers Month, Caregivers Should Remember to Care for Themselves
- Giving to Charity Wisely During the Holidays
September 2020
In This Issue:
- What Is A Revocable Living Trust?
- What Is Trust Funding And Why Is It Essential?
- Pets Are More Popular Than Ever. A Pet Trust Could Help Protect Yours
July 2020
In This Issue:
- 10 Reasons To Update Your Will
- Early Warning Signs of Alzheimer’s Disease
May 2020
In This Issue:
- Common Misconceptions About Revocable Living Trusts
- How the CARES Act Impacts Retirement, Tax, and Estate Planning
March 2020
In This Issue:
- The SECURE Act’s Impact on Required Minimum Distributions: What You Need to Know
- What Happens When the Role of Caregiver Comes to an End
- Does a Revocable Living Trust Protect Your Assets?
January 2020
In This Issue:
- Planning for Alzheimer’s Disease and Other Forms of Dementia
- The Gift that Lasts a Lifetime: A College Education
3rd Quarter 2019
In This Issue:
- Medicaid, Nursing Home Costs and the Rumor Mill
- Quickly Determine What Services are Covered by Medicare by Downloading this Free App
- Should You Obtain a Letter of Competency?
2nd Quarter 2019
In This Issue:
- The Difference Between Alzheimer’s Disease and Dementia
- Seize Control Over Incapacity with Durable Powers of Attorney
1st Quarter 2019
In This Issue:
- Know Your Options: The Spectrum of Long-Term Care
- Reward Your Pet With the Best Treat of All – a Pet Trust
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