Elder Law Issues
Each week we discuss various elder-law, and elder-law adjacent, issues. In plain language, we review estate planning, guardianship, special needs and other legal and practical developments.
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Recent Episodes
New Year’s Resolutions and Estate Plans
Every year we make New Year's resolutions. By February we realize we're not going to keep them. It's hard for us to argue that you should make your...
Fiduciary Fees — Can You Charge, and How?
When someone acts as fiduciary -- as trustee, personal representative, conservator or agent under a durable power of attorney, they might want to charge...
Nosy questions
When we meet with a new client, we ask a lot of nosy questions. You can guess why we are so invasive, but we do want to assure you that it is more than...
Do You Need a Trust?
Are living trusts oversold? That is, do you need a trust? This basic estate planning discussion is the one we probably get asked about most often by...
Your Special Needs Planning
When do you need to do your special needs planning? Do you have a child who receives Supplemental Security Insurance (SSI) or Medicaid benefits? If...
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