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.
When someone acts as fiduciary -- as trustee, personal representative, conservator or agent under a durable power of attorney, they might want to charge...
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...
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...
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...
Want to simplify the administration of your estate? Give everything away! In this week's podcast, we discuss gifts and gift agreements you might consider. Is...