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There may be disputes concerning guardianship as well as conservatorships, wills and trusts, family real estate, and intentions of gifts in probate litigation. The most successful approach to mitigating or avoiding probate litigation risk is carefully planning for the future. Comprehensive estate plans that are routinely updated, careful consideration and documentation of gifts, and protective…

For estate planning, special needs children present a unique challenge. Optimizing your estate to use, enhance, and enrich assets for your special needs child while maintaining their enrollment in public benefits programs requires careful planning. An estate planning attorney can prepare a special needs trust to accomplish these and other goals you have for your…

When signing up for Medicare, some people have other insurance, such as coverage from a current employer, or retiree’s or military insurance. Beneficiaries of Original Medicare or Medicare Advantage may keep their additional coverage, as the providers work together to bear health care costs. Can You Have Medicare and Private Insurance? People may have Medicare…

An estate plan should be carefully thought out and discussed with your spouse or life partner. Before meeting with an estate planning attorney, it is best to discuss your ideas to present a united goal. This conversation can be challenging if you and your loved one have different points of view about your future and…

According to the National Council on Aging (NCOA), Americans lose between 2.6 and 36.5 billion dollars in assets and money each year to elder financial fraud and abuse. And although self-reported financial exploitation occurs at higher rates than all other types of elder abuse, the NCOA believes instances of elder financial fraud and abuse are…

A person who might need Medicaid assistance in the near future should not give gifts to a loved one. This can be sad if that person gets joy out of generosity. But gifts in that situation can turn out to be very, very expensive. Medicaid is the government program that covers the huge expense of…

A geriatric care manager’s role involves attending to a senior’s specific health care needs rather than catering to a specific age group. The truth is aging is a complex, highly individualized process, and a geriatric care manager (GCM) may be appropriate at age 65 or 105 and any age in between. A geriatric care manager…

In the event that a loved one dies leaving a will, the will specifies who will receive the loved one’s property and who will be in charge of settling the estate. For many reasons, beneficiaries can feel slighted by what they did or didn’t receive, and some individuals are entirely excluded from inheriting anything at…

IoT (Internet of Things) has become increasingly important to everyday life, and managing our digital assets is paramount. From smart home devices to online investments and bank accounts, we’ve gone way beyond using the internet to email family and social media to connect with friends. Today, understanding which digital information and accounts you can legally…

Perhaps you should reconsider if you believe you can’t meet Medicaid’s strict income and asset limits to qualify for long-term care benefits. If you currently demonstrate the need for nursing home facility services, you may meet health eligibility rules for a Medicaid waiver program to support the costs of in-home care instead. Each state has…