Elder Law Practice Blog
Learn About Nursing Homes, Medicaid, And How To Protect Your Loved Ones Assets
Beneficiary Deed | CAUTION NEEDED!
Be Very Careful! It sounds almost too good to be true! A Beneficiary Deed is a legal document that passes title to your named beneficiary upon your death automatically without probate. It works a lot like a POD (Payable On Death) account that you may have at your...
Declining Seniors – Never Too Early to Plan
Not Going to the Nursing Home Yet - So We'll Just Wait Frank was declining and Martha knew it. He had declined cognitively in the last 12 months but was still able to drive around town, make decisions and carry on conversations. No one noticed the slight cognitive...
You Offer to Help – But Mom Refuses!
Helping When She Doesn’t Want Help. Today we’re going to talk about the situation where your Mom or Dad is declining in physical or cognitive health and obviously need some assistance. Since you know them better than anyone, you offer to help. You would think that...
DIY Estate Planning | Does It Work?
Protecting a Lifetime of Work! Many times we are asked whether there are standard, form or fill-in-the blank documents that fit every situation. The short answer is DIY Estate Planning is not a great idea. While you can certainly download a form and fill in the...
Trust Funding is Important
Putting Stuff "In the Box" We often refer to a Revocable Living Trust as a "box". Actually it’s a customized stack of paper with a lot of words on the pages - but it’s helpful to think of it as a box. When a Revocable Living Trust is first created and signed, think of...
Retirement Re-Routed
Your Golden Season Put on Hold! Recently, Cindy & I were having a discussion with one of our friends about the concept of seasons. We all have seasons (i.e. childhood, teens, adulthood, retirement, etc.) in our life where we live a life commensurate with that...
Flexible Plan | Out of the Nursing Home
The Key is to create a Flexible Plan We can eat right, exercise, see our doctor regularly and generally try to take care of ourselves. Other than that, we often have little control over life-changing health events like Alzheimer's or dementia. We hope we are not...
Revocable Living Trust | Avoiding Probate
This report is for people who are considering planning by doing a Revocable Living Trust. This brief report will briefly explain how a Revocable Living Trust is typically set up. The primary benefit of this type of trust is that there is a LOT of flexibility. We have...
Spring Cleaning | Clearing the Mental Clutter
What are the things that’s bogging you down? Happy Friday! I hope that you have had a good week. Springtime is in full bloom! We are doubly made aware by the yellow haze on everything. Many places are opening and restrictions seem to be lifting. Nothing prepares us...