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A multigenerational family walking through a forest during fall, representing the concept of estate planning and the transfer of property to heirs through a Qualified Personal Residence Trust (QPRT).
Blog post

What Is a Qualified Personal Residence Trust (QPRT)?

March 20, 2023
A qualified personal residence trust (QPRT) is an irrevocable trust used to achieve estate and gift tax savings. The basic idea…
Close-up view of a man writing a check, illustrating the concept of a limited power of attorney in estate planning and elder law.
Blog post

Limited Power of Attorney in Estate Planning

March 17, 2023
A power of attorney (POA) is a document that authorizes one or more parties (known as the “agent” or “attorney-in-fact”)…
An elderly couple hiking in a lush forest, symbolizing active retirement living and the necessity of understanding estate planning and Medicare complexities, such as the IRMAA surcharge impacting Medicare premiums.
Blog post

What Is IRMAA and How Does It Affect My Medicare Premiums?

March 13, 2023
As we near retirement, we may assume that once Medicare kicks in, our medical insurance premiums will be fixed. However, many…
An elderly woman with dementia is aided by a geriatric nurse while solving a puzzle in a memory care setting, focusing on cognitive training as part of elder law and estate planning discussions.
Blog post

What Is Memory Care, and What Are Its Benefits?

March 10, 2023
Memory care is specialized care for patients living with Alzheimer’s disease, dementia, or other conditions that cause memory loss. Hospitals and…
A female physical therapist provides leg massage therapy to an active senior woman, emphasizing the role of physical therapy in elder care and Medicare's coverage for medically necessary treatments.
Blog post

Does Medicare Cover Physical Therapy?

March 6, 2023
Physical therapy helps elders recover from injuries and illnesses, manage chronic conditions, and prevent future injuries. It can be an…
A collection of vintage jewelry displayed for an estate sale, symbolizing the process of distributing personal belongings after a loved one's passing.
Blog post

The Ins and Outs of Estate Sales

March 3, 2023
Following the death of a family member, you may find yourself needing to sort through many possessions accumulated over the…
A compassionate adult daughter assists her elderly father with his medication, illustrating the role of family caregivers in managing the health and well-being of aging loved ones in the context of estate planning and elder law.
Blog post

Becoming a Family Caregiver for an Ailing Loved One

March 3, 2023
Taking on the responsibility of providing full-time care for an aging or disabled loved one can be a rewarding experience.…
A legal document form related to beneficiaries acquiring property from a decedent, illustrating key aspects of estate planning and elder law responsibilities.
Blog post

What Does the Term “Decedent” Mean?

March 2, 2023
“Decedent” is a legal term that refers to a person who has died with unsatisfied legal obligations. At the end…
Senior couple consulting a financial adviser about deducting long-term care insurance premiums for estate planning and elder law strategies in 2023.
Blog post

Deducting Long-Term Care Insurance Premiums in 2023

March 2, 2023
Are you a taxpayer who has purchased long-term care insurance (LTCI)? Take note of your policy details and your premium…
Young Asian physical therapist helping a senior woman walk with a walker, illustrating the role of assisted living services in elder care planning.
Blog post

Does Medicare Pay for Assisted Living?

March 2, 2023
Assisted living facilities support older adults with daily living while fostering their independence. Individuals who do not require round-the-clock nursing but…
Image of a senior couple reviewing medical bills and documents, representing the challenges of Medicare coverage denials and the appeal process for estate planning and elder law considerations.
Blog post

What to Do When Medicare Denies Coverage

February 28, 2023
When Medicare declines to cover your medical needs, the denial can leave you with an expensive medical bill. If Medicare…
A person donates money into a Salvation Army charity kettle, symbolizing the potential benefits of a charitable lead annuity trust in estate planning for supporting charities and family beneficiaries.
Blog post

Support a Charity – and Your Loved Ones – With a CLAT

February 28, 2023
A charitable lead annuity trust (CLAT) is an estate planning tool whereby a person (grantor) creates a trust that initially…

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Attorney Advertising. The information presented on this website is for informational purposes only and should not be construed as a legal advice. Viewing of, responding to, or otherwise transmitting the information on this website is not intended to create, and receipt of the same does not constitute, an attorney-client relationship. The information provided on this website should not be relied upon without first seeking professional legal counsel. The information on this website is provided only as general information which may or may not reflect the most current developments of law. Prior results and cases discussed on this website do not imply and do not guarantee a similar outcome in any other case. The links to other websites contained herein do not constitute a referral or endorsement of any kind.
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