by Christine | Feb 3, 2014 | Estate Law, Estate Planning, Inheritance, Probate, Real Estate, Wills |
The process of selling a relative’s home is likely going to be emotional, from the sorting of the personal belongings to the finalization of the sale at the closing table. Expect that. And surround yourself with professionals who will be empathetic and helpful. Many...
by Christine | Jan 31, 2014 | Elder Law |
If you or a family member land in the hospital as an observation patient and think you should be admitted, it’s better to act sooner than later. When it comes to whether or not care is covered by Medicare, the distinction between being "admitted" or just...
by Christine | Jan 30, 2014 | Estate Law, Gift Law, Portability |
Just when is the DSUE [Deceased Spouse Unused Exemption] available to a surviving spouse or the estate of a surviving spouse for use in determining the surviving spouse’s applicable exclusion amount? It can be very challenging to stay on top of federal estate tax law...
by Christine | Jan 28, 2014 | Digital Assets, Digital Estate Planning, Estate Planning |
Without a plan in place, you risk burying your family in red tape as they try to get access to and deal with your online accounts that may have sentimental, practical or monetary value. Just when you think you've covered all your bases when planning for your...
by Christine | Jan 27, 2014 | Estate Law, Pet Trust, Trusts |
"Pet trusts aren't just for the wealthy," says Frances Carlisle, a trust and estates attorney in New York. For most pet owners, she adds, the goal "is to make sure a plan exists for the care of the animal." Do you own a pet? It seems as though...
by Christine | Jan 24, 2014 | Elder Law, Estate Planning, Medical Directives |
"It seems like there seems to continue to be confusion about what it means to die using neurologic criteria," said Cynda Hylton Rushton, professor of clinical ethics at Johns Hopkins University. Two recent medical cases are making headlines over the often...
by Christine | Jan 23, 2014 | Uncategorized |
“Hopefully, older adults who previously were unable to afford to see a therapist will now be more likely to do so,” said Andrea Callow, a policy lawyer with the Center for Medicare Advocacy. Now that 2014 is officially here, it's time to start reviewing the...
by Christine | Jan 22, 2014 | Annuity, College Planning, Estate Planning, Trusts |
People who take good care of their children take good care of their money, and people who take good care of their money take good care of their children. Money can bring about both the good and the bad, depending on how one uses it. So you can imagine how concerning...
by Christine | Jan 21, 2014 | Elder Care, Elder Law, Insurance, Medicare |
If a beneficiary disagrees with a decision, there are reconsideration and appeals procedures within the Medicare program. Medicare approvals can be tough at times, and some may find their claims come up with the big "D" – denial. So what happens when...
by Christine | Jan 20, 2014 | Business Sale, Small Business, Succession Planning |
For business owners that have also established their business as a corporation (not an option for partnerships), an Employee Stock Ownership Plan (or ESOP) may provide a better retirement option. How you go about selling your business is completely up to you. ...
