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Estate Planning › Elder Care › Elder Issues

Estate Planning is a process where individuals prepare or plan for the settlement of their personal affairs in the event of incapacitation or death. Estate plans typically include provisions relating to the... more +
Estate Planning is a process where individuals prepare or plan for the settlement of their personal affairs in the event of incapacitation or death. Estate plans typically include provisions relating to the disposition of assets, guardianship of minor children, and appointment of representatives to make medical and financial decisions. Effective estate planning can decrease tax liability and facilitate the probate process.  less -
Stark & Stark

Senior Care Strategies: How to Prepare for Life's Later Stages

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​​​​​​​With continuing advances in medicine, nutrition, and wellness, people are living longer. We all want to age like the characters on the popular sitcom “Golden Girls,” whose “golden years” seem fabulous and filled with...more

Mandelbaum Barrett PC

Elder Law and Special Needs Newsletter: April 2024 Issue

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Check out our April Elder Law and Special Needs newsletter! Our legal team explores important topics including beneficiary designations and the recent updates to the Medicaid divisor, which came into effect this month....more

Falcon Rappaport & Berkman LLP

ELDER LAW LEGAL UPDATE: Important Changes to Social Security Income, Medicaid Resource and Income Allowances, and Regional Rates...

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The Elder Law Practice Group at Falcon Rappaport & Berkman would like to share some important Elder Law legal updates with our clients and professional partners that will impact Medicaid eligibility for applicants/recipients...more

Cranfill Sumner LLP

The Top 5 Dos and Don’ts of Family Conversations Involving Aging Loved Ones’ Needs

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If you are lucky enough to gather around the holiday table with multiple generations, aging relatives, and loved ones, consider the kinds of conversations that you may be engaged in or should be having with them at some point...more

Harris Beach PLLC

Addressing the Need for a New York Elder Law Attorney with the Senior in Your Life

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The choice about whether or not to hire an elder law attorney (or elder care lawyer, as some say) is one that is not to be taken lightly. Unfortunately, it’s a topic that can cause a lot of anxiety both for the aging adult...more

Chambliss, Bahner & Stophel, P.C.

[Event] 2022 Embrace Aging Forum - June 28th, Chattanooga, TN

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Boomers Are Shaking up the World of Senior Living - Connect with community resources and forward-thinking perspectives in all areas of life including housing and care, relationships, health and wellness, finances, and...more

Adler Pollock & Sheehan P.C.

Create an Eldercare Plan for an Elderly Loved One

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No one would expect you to operate a business without developing a business plan. Typically, you would review the plan annually and modify it to accommodate your needs. Yet many people don’t follow similar practices for...more

Foster Swift Collins & Smith

How Should We Celebrate Elder Law Month?

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With 2020 in the rear view mirror and 2021 well underway, the COVID-19 pandemic continues to generate urgency for elder law planning for those most at risk. May is National Elder Law Month which allows the opportunity to...more

Adler Pollock & Sheehan P.C.

No Free Lunch For the Sandwich Generation

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Are you part of the sandwich generation? This is the name given to people caught in the middle between caring for elderly parents or in-laws and raising young, and sometimes not-so-young, children. And, of course, you still...more

Ruder Ware

Don’t Let the Fear of Losing Your Home to Medicaid Contribute to Elder Abuse

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As we reflect on the close of World Elder Abuse Awareness Month, we wanted to share some information on this important issue. The Centers for Disease Control and Prevention defines elder abuse as an intentional act, or...more

Downey Brand LLP

New California Statutes Change Spousal Undue Influence Presumptions

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California trust and estate disputes often involve allegations that a surviving spouse took advantage of a deceased spouse so as to get more of the latter’s assets. Often the “spousal financial abuse” charges are leveled by...more

Chambliss, Bahner & Stophel, P.C.

Caregivers Are Getting Younger, Making Planning for Long-Term Care Even More Important

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As baby boomers age, more and more millennials are becoming caregivers. Many are taking on this role while just getting started in their own lives, leading to difficult decisions about priorities. Proper planning can help...more

Chambliss, Bahner & Stophel, P.C.

Medicaid Protections for the Healthy Spouse

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Medicaid law provides special protections for the spouses of Medicaid applicants to make sure the spouses have the minimum support needed to continue to live in the community while their husband or wife is receiving long-term...more

Downey Brand LLP

California Assisted Living Residents Are Vulnerable to Financial Elder Abuse

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As our population ages, more of our seniors are moving into assisted living facilities. The number of such facilities has nearly tripled over the past two decades, with construction of memory care units the fastest-growing...more

Cranfill Sumner LLP

Durable Power of Attorney: Is yours "Hot" Enough?

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Many states, including North Carolina, allow people to execute certain legal documents called Powers Attorney. In a Power of Attorney, a person, called the Principal, can appoint other trusted individuals, called Agents, to...more

Cranfill Sumner LLP

Senior Planning Checklist

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When preparing for the future, seniors and their families can follow this check-list to ensure their needs have been addressed....more

Ruder Ware

My spouse is on Medicaid, now what?

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It is common for a client whose spouse is receiving Medicaid to lack adequate estate planning to protect those Medicaid benefits in the event the client dies before their spouse. Yet, after all of the time and energy spent to...more

Shumaker, Loop & Kendrick, LLP

The Estate Planner - November/December 2019

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What’s a clawback ? and should you be worried about it? By temporarily doubling the gift and estate tax exemption amount, the Tax Cuts and Jobs Act created an historic opportunity for affluent families to shelter wealth...more

Downey Brand LLP

California Legislature Cracks Down on Caregivers Who Marry Dependent Adults

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Many California financial elder abuse cases we see involve caregivers. While the vast majority are honest, a caregiver who spends many hours alone with a vulnerable client has a unique opportunity to exploit the situation. A...more

Lowndes

Top 3 Tips to Protect Your Loved Ones in the Wake of the Rebecca Fierle Guardianship Scandal

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Per AARP, an estimated 1.3 million American adults are under guardianship, with approximately 85% being over age 65.  In the wake of revelations that professional guardian, Rebecca Fierle, signed Do Not Resuscitate orders for...more

Shumaker, Loop & Kendrick, LLP

The Estate Planner - September/October 2019

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Is silence golden? The good and the bad of keeping your trust a secret - It’s common for parents to set aside money or other assets in trust for their children or grandchildren. At the same time, many parents agonize...more

Chambliss, Bahner & Stophel, P.C.

Steps to Take in Advance of Death or Disability

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No one wants to face the fact that our loved ones will not be with us forever. Facing our own mortality is frightening as well. Although none of us wants to contemplate a time when we or a loved one might become disabled or...more

Ruder Ware

Is My IRA Safe From the Nursing Home?

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After working and saving, clients are concerned that unexpected costs will become unplanned for drains on their Retirement Accounts (e.g, 401(k), IRA, Roth IRA, 403(b), etc.). As the need to pay for nursing home care nears,...more

Cranfill Sumner LLP

May is National Elder Law Month

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Where the month of May celebrates mothers and the Kentucky Derby, the month of May has also been designated as National Elder Law month. This designation was coined by the National Academy of Elder Law Attorneys (NAELA), a...more

Chambliss, Bahner & Stophel, P.C.

How Parents Can Provide for a Caregiver Child

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Taking care of a parent can be a full-time job. Children may have to give up paying jobs in order to provide care to aging parents. Unfortunately, caregiving is usually unpaid work. Parents who want to compensate a child who...more

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