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Elder Law & Estate Planning
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21
01, 2020
A Hispanic caregiver assists an elderly woman, illustrating the potential impact of immigration policies on the availability of caregivers for aging populations.

Will Restrictive Immigration Policies Cause a Shortage of Caregivers for the Elderly?

January 21, 2020
As the population ages, the need for caregivers is growing, but more restrictive immigration policies such as those being promoted by the Trump administration could have a negative impact on a caregiving industry that is already facing workforce shortages. The…
17
01, 2020
A thoughtful individual reviewing estate planning documents, highlighting the importance of selecting the right fiduciary to manage personal affairs impartially.

Do You Have the Right Fiduciary?

January 17, 2020
A fiduciary is a fancy legal term for the person who will take care of your property for you if you are unable to do it yourself, such as the executor of an estate, the trustee of a trust, or…
13
01, 2020
An elderly couple holding hands under an umbrella, symbolizing protection and support amidst financial planning challenges related to estate planning and elder law, particularly for spouses of Medicaid applicants.

Feds Release 2020 Guidelines Used to Protect the Spouses of Medicaid Applicants

January 13, 2020
The Centers for Medicare & Medicaid Services (CMS) has released the 2020 federal guidelines for how much money the spouses of institutionalized Medicaid recipients may keep, as well as related Medicaid figures. In 2020, the spouse of a Medicaid recipient…
10
01, 2020
A diverse family gathered around a table, symbolizing the importance of estate planning and durable power of attorney in managing financial affairs and protecting loved ones.

The Durable Power of Attorney

January 10, 2020
For most people, the durable power of attorney is the most important estate planning instrument available -- even more useful than a will. A power of attorney allows a person you appoint -- your "attorney-in-fact" or “agent” -- to act…
10
01, 2020
An elderly couple reviewing estate planning documents with a financial advisor, highlighting the importance of revocable trusts in managing and protecting assets.

Understanding Revocable Trusts

January 10, 2020
Revocable trusts are an effective way to avoid probate and provide for asset management in the event of incapacity. In addition, revocable trusts--sometimes called “living” trusts--are incredibly flexible and can achieve many other goals, including tax, long-term care, and asset-protection planning.…
06
01, 2020
Group of diverse senior adults smiling, highlighting the need for Medicare to incorporate dental coverage, as emphasized in discussions on estate planning and elder law.

Movement Grows to Add Dental Coverage to Medicare

January 6, 2020
Medicare does not offer much in the way of dental benefits. To get dental coverage, you need to purchase separate and often costly dental insurance or sign up for a Medicare Advantage plan that includes dental care. Advocates for Medicare…
02
01, 2020
Image of President Trump signing a document related to changes in retirement plans under the SECURE Act, affecting IRAs and estate planning.

New Law Makes Big Changes to Retirement Plans

January 2, 2020
President Trump has signed a spending bill that makes major changes to retirement plans. The new law is designed to provide more incentives to save for retirement, but it may require workers to rethink some of their planning. The Setting Every Community…
22
12, 2019
A senior couple discussing estate planning documents with a legal advisor in an office setting, emphasizing the importance of having a Durable Power of Attorney and other essential legal documents to safeguard their family's future.

The Most Important Estate Planning Documents

December 22, 2019
Making sure you have the right estate planning documents is one of the simplest ways to have a positive impact on your family's future. Proper planning ensures that your wishes will be followed and that your family will have less…
10
12, 2019
A married couple discussing estate planning options for property ownership with a legal professional, symbolizing the concept of tenancy by the entirety in protecting marital assets.

Special Ownership for Married Couples: Tenancy by the Entirety

December 10, 2019
Married couples have a special way to jointly own property in some states that has advantages over regular joint ownership. If you are married and own property jointly, you should make sure you have the right form of ownership. Joint…
03
12, 2019
A single-family home symbolizing the challenges of Medicaid estate recovery and homeownership in estate planning and elder law topics.

Medicaid’s Treatment of the Home

December 3, 2019
Nursing home residents do not automatically have to sell their homes in order to qualify for Medicaid, but that doesn't mean the house is completely protected. The state will likely put a lien on the house while the resident is…

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