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Elder Financial Abuse Fraud Occurs, When No One’s Watching
Take, for example, the sad and sordid tax case of Mary Ellen Cranmer Nice vs. United States of America, which would not have existed if an attentive financial advisor hadn’t noticed the large IRA distributions that were allegedly stolen right from under a matriarch’s nose.
Your Children Wish You Had an Estate Plan
Without a proper elder law estate plan, the children’s responsibilities are even more exhausting, stressful and sad.
What Can I Do to Plan for Incapacity?
As part of your financial and estate planning, you should make arrangements for your care, in case you become incapacitated.
How Does Planning for a Special Needs Child Work?
When parents start the planning process for a child with special needs, they usually work under the perception that if they create a special needs trust (SNT), the child will be taken care of and the needs will be met.
The Symptoms of Early-Onset Alzheimer’s Disease
There are still certain people who do get early-onset Alzheimer’s disease. In the U.S., about 200,000 people have it. How can you tell if your loved one is among them? There can be surprising symptoms that warn of its development — and they don’t all involve memory problems.
How Can I Fund A Special Needs Trust?
If you have a child with special needs, a trust may be a financial priority. There are many crucial goods and services that Medicaid and Supplemental Security Income might not pay for, and a special needs trust may be used to address those financial challenges. Most importantly, a special needs trust may help provide for your disabled child, in case you’re no longer able to care for them.
Is Long-Term Care Insurance Really a Good Idea?
The value of long-term care insurance (LTCI) is an ongoing conundrum. There’s no doubt we’re living longer. According to LongTermCare.gov, a site provided by the U.S. Department of Health and Human Services, at least 70 percent of people 65 and older will need long-term care services and support at some time in their lives.
What Should I Know about Guardianship?
One of the key functions of the family law system is to ensure that children are looked after appropriately. This is the basis for the doctrine of legal guardianship.
Retirement Planning and Declining Abilities
When a loved one is experiencing cognitive decline, emotional and medical considerations often overshadow the financial planning that needs to happen. This is a potentially costly mistake.
What’s the Difference Between an Inter Vivos Trust and a Testamentary Trust?
Estate planning offers tools to establish and maintain effective control over cash, investments and real estate assets during a person’s lifetime and upon death. While wills and beneficiary designations work well to ensure that an estate plan meets the unique needs of the individual establishing the plan, each has its limits.