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When Should the Elderly Hand Over Their Keys?
Consider these scenarios:
An elderly man runs through a red light and says he didn't see it.
An elderly woman gets on the freeway,...
Ask the Attorney: Can I store my estate planning documents in a safe deposit...
I would feel better about placing my original estate planning documents in a safe deposit box. Will this be a problem?
If you’re the sole,...
Is a Dynasty Trust Right for You?
With a properly executed estate plan, your wealth can be enjoyed by your children and even their children. But did you know that by using...
How to Choose the Appropriate Respite Caregiver
Respite care: Short-term services for elderly and disabled people so their primary caregivers get a break.
Providing care for an aging parent or relative can be...
Take Control of a Loved One’s Care
The responsibility of arranging outside care for an elderly parent or disabled loved one may fall to you someday. It's not an easy task, but...
Advantages of Qualified Long Term Care Insurance
Owners of qualified long-term care policies are eligible for some important federal income tax breaks. Here are the details of two benefits policy holders get...
Can I Give My Children the Home and Still Qualify for Medicaid?
Q: I want to give my home to my children now and yet continue living there for as long as possible. Will I still be...
401(k) Plans & IRAs – Don’t Let Heirs Make These Mistakes
While annual contributions to individual retirement accounts (IRAs) are still relatively modest, the ability to roll over 401(k) balances to an IRA can result in...
What You Should Know About Transferring Investment Property to a Trust
Suppose you own real estate properties for investment purposes. Further assume that you would like to achieve the following:
1. You no longer want to manage...
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Advantages of Qualified Long Term Care Insurance
Owners of qualified long-term care policies are eligible for some important federal income tax breaks. Here are the details of two benefits policy holders get...
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Understanding the Basics of Medicare
Many older Americans rely on the Medicare program for their primary health care coverage. Medicare is the federal program that helps pay medical bills for people...
How Medicare B Can Help Defray Medical Costs
If you're 65 years of age or older, and are a U.S. citizen or a legal permanent resident who has been here for five consecutive...
How to Avoid the “Planning to Fail” in Your Estate Plan
You may be familiar with the saying, “Failing to plan is planning to fail.” It’s a significant reason why people set up an estate...
