Elder Law & Estate Planning
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12
06, 2017
A diverse group of senior professionals discussing age discrimination challenges, highlighting the difficulties older workers face in proving discriminatory practices in the workplace.

Proving Age Discrimination Is Difficult

June 12, 2017
As baby boomers continue to work past retirement age, age discrimination lawsuits are becoming more common. Two out of three workers between ages 45 and 74 say they have seen or experienced age discrimination, according to AARP. However, experiencing it…
08
05, 2017
Social Security Administration building highlighted in a blog post discussing issues with incomplete information provided by field offices, relevant to estate planning and elder law decisions.

Study Finds That Social Security Workers Often Provide Incomplete Information

May 8, 2017
Americans are misinformed about many aspects of Social Security, and local Social Security offices may not be helping, according to a study by the Government Accountability Office (GAO). The study found that the Social Security field offices often did not…
08
05, 2017
Graphic comparing short-term versus long-term care insurance, illustrating benefits and cost differences within the context of estate planning and elder law.

Short-Term Care Insurance: An Alternative to the Long-Term Care Variety

May 8, 2017
A little-known insurance option can be an answer for some people who might need care but are unable to buy long-term care insurance. Short-term care insurance provides coverage for nursing home or home care for one year or less. As…
09
04, 2017
An elderly man attentively driving a car, highlighting issues related to aging drivers and the legal considerations in estate planning and elder law.

Aging Drivers and the Law

April 9, 2017
For better or for worse, our current culture is very car-dependant; in many places, cars are the only convenient link to the outside world. Unfortunately, as people age, driving can become more difficult and more dangerous. The elderly drive less,…
28
03, 2017
A life insurance policy document with a pen, illustrating the importance of planning and naming beneficiaries in estate planning and elder law.

Life Insurance and Estate Planning: Protecting Your Beneficiaries’ Interests

March 28, 2017
One misconception people have about life insurance is that naming beneficiaries is all you have to do to ensure the benefits of life insurance will be available for a surviving spouse, children, or other intended beneficiary. Life insurance is an…
03
03, 2017
President Trump signing an executive order related to the fiduciary rule, impacting retirement advisers' obligation to act in their clients' best interests for estate planning and elder law.

Trump Delays Rule That Retirement Advisers Put Their Client’s Interests Ahead of Their Own

March 3, 2017
President Trump signed an executive order calling for a review of the so-called fiduciary rule, which was intended to prevent financial advisers from steering their clients to bad retirement investments by requiring advisers to act in the best interests of…
28
02, 2017
A courtroom representing the legal complexities involved in estate planning and living probate, highlighting the necessity of smart estate planning to avoid guardianship and conservatorship.

Avoid Living Probate: How to Keep Guardians and Conservators Out of Your Estate

February 28, 2017
While most proactive individuals know the importance of having a well-rounded estate plan, it is typically considered as something that will take effect after they have passed away. But there are in fact many ways in which comprehensive estate planning…
28
02, 2017
A young family with parents and a small child, highlighting the importance of naming a guardian in estate planning to secure the child's future in case of parental absence.

Do It Now: Name a Guardian for Your Minor Child(ren)

February 28, 2017
We know it’s hard. Thinking about someone else raising your children stops us all in our tracks. It feels crushing and too horrific to consider. But you must. If you don’t, a stranger will determine who raises your children if…
21
02, 2017
A courtroom with empty chairs and tables, highlighting the importance of estate planning to prevent legal entanglements in guardianship, conservatorship, and probate matters.

The Top 2 Ways the Court Gets Involved in Your Estate, and How to Avoid Them

February 21, 2017
No one wants unnecessary court involvement in their life. But without careful and proactive estate planning, chances are that some aspect of your estate will end up being decided there. Here are two of the most common ways court proceedings…
07
02, 2017
A thoughtful person sitting at a desk while considering choices for a trustee, executor, and power of attorney agent in estate planning, emphasizing the importance of selecting reliable fiduciaries.

How to Pick a Trustee, Executor, and Agent Under a Power of Attorney

February 7, 2017
While the term fiduciary is a legal term with a long history, it very generally means someone who is legally obligated to act in another person’s best interests. Trustees, executors, and agents are all examples of fiduciaries. When you pick…

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