Estate Planning Updates

August 2023
In This Issue:
  • The After-Death Checklist
  • The Rise in Charitable Planning
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April 2023

In This Issue:

  • The Importance of Business Planning
  • How to Avoid Challenges in Your Will or Trust

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February 2023

In This Issue:

  • Should Your Beneficiary Serve as Your Executor or Trustee?
  • Why Transferring Home Ownership Does Not Replace an Estate Plan

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December 2022

In This Issue:

  • Should All Your Children Receive Equal Inheritances?
  • Do You Need a Prenuptial Agreement?

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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?

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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?

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June 2022

In This Issue:

  • How to Protect the Legacy of Your Vacation Home
  • Why You Need a Digital Will

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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

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February 2022

In This Issue:

  • Myths and Misconceptions about Retirement Planning
  • Why Do People “Put Off” Estate Planning?

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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

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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

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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

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June 2021

In This Issue:

  • Estate Planning for Second Marriages
  • Tips for a Successful Family Business Succession

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April 2021

In This Issue:

  • Do You Need A Trust?
  • If You’re Thinking About Downsizing Your Home In Retirement, Avoid These Common Mistakes

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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

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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

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October 2020

In This Issue:

  • 10 Ways To Maximize Your Social Security Benefits
  • How to Avoid COVID-19 Scams

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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

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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

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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

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February 2020

In This Issue:

  • How The SECURE Act Will Impact Retirement And Estate Planning
  • Roth IRAs Are Remarkably Flexible Retirement Planning Tools

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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

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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

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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

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Elder Law Updates

May 2023

In This Issue:

  • Coping with Caregiver Burnout
  • Understanding Medicaid’s Look-Back Penalties, Exemptions and Exceptions

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March 2023

In This Issue:

  • How to Identify Signs of Abuse in Nursing Homes and Assisted Living Facilities
  • Managing a Medicaid Crisis

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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?

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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

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September 2022

In This Issue:

  • Planning For Long-Term Care: Medicare v. Medicaid
  • The Rising Costs of Medicaid and Managing a Medicaid Crisis

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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

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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?

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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

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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

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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

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September 2021

In This Issue:

  • What is the Medicaid Look-Back Period?
  • What Women Need to Know about Social Security

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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

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May 2021

In This Issue:

  • Should You Be Concerned About Changes to the Step-up in Basis?
  • Myths and Misconceptions about Probate

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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

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January 2021

In This Issue:

  • Myths and Misconceptions About Coronavirus Vaccines
  • How to Discourage Challenges to Wills and Trusts

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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

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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

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July 2020

In This Issue:

  • 10 Reasons To Update Your Will
  • Early Warning Signs of Alzheimer’s Disease

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May 2020

In This Issue:

  • Common Misconceptions About Revocable Living Trusts
  • How the CARES Act Impacts Retirement, Tax, and Estate Planning

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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?

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January 2020

In This Issue:

  • Planning for Alzheimer’s Disease and Other Forms of Dementia
  • The Gift that Lasts a Lifetime: A College Education

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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?

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2nd Quarter 2019

In This Issue:

  • The Difference Between Alzheimer’s Disease and Dementia
  • Seize Control Over Incapacity with Durable Powers of Attorney

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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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