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Category Archives: Estate Planning

Making a Plan for Health Care Decisions

The purpose of creating your estate plan isn’t only to determine what happens to your assets after you pass away.  Estate planning also serves to protect you and your loved ones by outlining a plan for making medical decisions if you are unable to do so yourself.  As with all aspects of your estate plan, […]

Funding Your Revocable Trust

Revocable trusts, also known as “living trusts”, can offer notable benefits including probate avoidance and asset management if you become incapacitated.  However, these benefits will not be available if you do not fund your trust.  Read on to learn more about revocable trusts and why funding your trust is a critical part of the estate […]

How to Plan for the Future of Your Autistic Child

If you have a child with autism, planning for the future can be daunting.  Read on to learn how you can best prepare your estate plan to ensure a successful life for your autistic child after you are gone. Preparing legal documents for your estate can be complicated and even more so if you have […]

Changing Your Power of Attorney

A power of attorney is a legal document in which the principal appoints someone they trust as an agent to make decisions and act on their behalf.  The agent does not have to be an attorney, but a lawyer should draft the power of attorney documents because there are many different types of powers of […]

Waiting Too Long to Plan Will Limit Your Options

Many individuals wait until something bad happens before they decide to plan for the future.  Unfortunately, when it comes to making decisions about estate planning and elder care, waiting too long can severely limit your options. There are many reasons why people procrastinate but here are 5 reasons why you should start your estate planning […]

3 Ways to Make the Role of Executor Easier

If you have been named as the executor of your loved one’s estate, you will likely be faced with challenges.  Managing the affairs of a recently deceased loved one can be overwhelming.  Here are a few things you can do to make your job a little easier so you can perform your role as executor […]

Special Needs Trusts: Trustee Responsibilities

A special needs trust is often established so that the beneficiary can have access to funds that are left to him or her during their lifetime or that are left to him or her from an estate.  It also serves to preserve the beneficiary’s means-tested government benefits.  It’s important to understand that a beneficiary’s special […]

The Difference Between Medicare and Medicaid

Are you confused about the differences between Medicaid and Medicare and how they can affect estate planning?  If so, you are not alone.  The differences between each of these benefit programs can be confusing and complex.  Read on to learn more about each program and how they can affect your long term care plan. Signed […]

Incapacity Planning

In many ways, planning for incapacity can be even more challenging than planning for end of life.  More so than contemplating death, it is difficult to think about a time when we are alive but unable to communicate our thoughts and wishes to our loved ones.  Unfortunately many people will become incapacitated before they pass […]

Estate Planning for Your Loved One with Dementia

Parkinson’s, Alzheimer’s and other diseases and disorders that cause dementia or memory loss are becoming more common among our aging adult population.  While any form of cognitive decline is devastating for everyone involved, dementia presents extraordinary concerns for the individual affected and his or her family when making healthcare decisions, drafting a will and managing […]