Mary recently visited the office attorney because she was confused. Her husband had been admitted to a nursing home, and Mary had been approached by the home’s caseworker. The caseworker asked for Mary’s financial information, and inquired how she intended to pay for her husband’s care, which would total more than $8,000.00 per month. …
Read more »
Would it surprise you if your professional advisor recommended “special needs” planning when you don’t have any special needs children or grandchildren? It’s important to think about what might happen to your loved ones after you’re gone, that would impact your estate plan. We try to plan for unforseen financial circumstances, and thus build …
Read more »
Linda and her daughter Nicole visited the office of an elder law attorney. Nicole was concerned because her mom recently entered an assisted living facility and did not have sufficient income to pay the monthly cost. Linda only had $90,000 in assets and her monthly shortfall to the assisted living facility was $1,100. Linda knew …
Read more »
When Do YOU Need An Elder Law Attorney? Here are some trigger questions to listen for: 1. What if I have to go into a nursing home, who will help me choose the right one? 2. Am I going to lose my house and all my money if I have to go into …
Read more »
We talk a lot about legacy planning with our clients. Usually the focus is on financial matters, building a strong tradition of values, and capturing memories for future generations. Seldom do we think of our health as part of our legacy. If you are like me, sometimes we are tempted to think: (1) our health …
Read more »