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Elder Law & Estate Planning
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Resources

A professional discusses legal documents with an elderly couple, illustrating the complexities of guardianship and conservatorship in estate planning.
Blog post

Guardianship and Conservatorship

August 24, 2017
Every adult is assumed to be capable of making his or her own decisions unless a court determines otherwise. If…
Small house symbolizing real estate investment involved in community property trusts as a strategy for estate planning and minimizing taxation.
Blog post

If I Don’t Have an Estate, Do I Really Need an Estate Plan?

August 22, 2017
You don’t need to have a summer house in the Hamptons or a private art collection big enough to rival…
An image illustrating the concept of a healthcare proxy used in estate planning and elder law for designating medical decision-making authority.
Blog post

Advance Healthcare Directives Protect Patients and Families

August 21, 2017
When a medical emergency or some type of serious disability or incapacity strikes, it may be too late to make…
An illustration of a person organizing financial and legal documents, symbolizing the maintenance of a living trust for effective estate planning and elder law considerations.
Blog post

Living Trust Maintenance is Key

August 16, 2017
Many people opt for a living trust over more traditional means of estate planning because of benefits such as: A…
A grieving woman sitting and thoughtfully contemplating estate planning steps after her spouse's death, underscoring the importance of legal guidance in managing estates during emotionally challenging times.
Blog post

4 Estate Planning Steps You Must Take After the Death of a Spouse

August 15, 2017
When a spouse passes away, thinking about “the estate” might be the last thing on your mind. And while it’s…
An elderly woman with light gray hair sitting in a chair, receiving care from a smiling nurse in a nursing home setting, emphasizing the importance of caring staff in elder care facilities.
Blog post

Checklist: Factors to Consider in Selecting a Nursing Home

August 14, 2017
Choosing a nursing home for a family member can be one of the most difficult decisions anyone ever has to…
Life insurance policy document highlighting its role in estate planning, ensuring dependents' support, and providing estate liquidity.
Blog post

The Role of Life Insurance in Estate Planning

August 12, 2017
Many people think of life insurance as nothing more than a means to ensure that dependents are provided for. While…
Financial graphs and data analysis representing liquidity in estate planning, highlighting its significance for covering expenses and facilitating asset distribution.
Blog post

Don’t Overlook Liquidity in Estate Planning

August 9, 2017
The purpose of an estate plan is to protect your family, loved ones, business partners and others who will be…
A person reviewing estate planning documents at a desk, emphasizing the importance of timely and comprehensive estate planning beyond just a will.
Blog post

Estate Planning: Why Me, Why Now, and Is a Will Enough?

August 8, 2017
You have worked hard for years, have family members and friends you care about, and have approached a time in…
A polished wooden casket, representing prepaid funeral contracts as a strategy for asset spend-down to qualify for Medicaid in estate planning and elder law.
Blog post

Using a Prepaid Funeral Contract to Spend Down Assets for Medicaid

August 3, 2017
No one wants to think about his or her death, but a little preparation in the form of a prepaid…
Elderly woman with caregiver discussing Medicare coverage options, focusing on understanding and appealing denials based on the improvement standard in estate planning and elder law contexts.
Blog post

Don’t Let Health Care Providers Use the Improvement Standard to Deny Medicare Coverage

August 3, 2017
Have you or a loved one been denied Medicare-covered services because you’re "not improving"? Many health care providers are still…
Parents discussing estate planning documents with their 18-year-old child, highlighting the importance of setting up a health care proxy, financial power of attorney, and basic will.
Blog post

Take These Three Steps When Your Child Turns 18

August 3, 2017
Up until your child reaches 18, you are absolutely entitled to access your child’s medical records and to make decisions…

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