Aretha Franklin’s Cautionary Estate Planning Tale
The Queen of Soul, Aretha Franklin, left behind a legacy of iconic songs when she…
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Estate Planning
Four legal steps to take right after an Alzheimer’s diagnosis
If you or a loved one has been diagnosed with Alzheimer’s disease, it is important…
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Incapacitation: When Does a Power of Attorney Activate?
Your mother named you as her agent in her power of attorney (POA). Now, your…
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Long-Term Care: Medicaid Planning
John, 75, is a retired teacher earning $1,800 per month in Social Security benefits. He…
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Determining the Value of Collectibles for Estate Planning
Whether you hope to pay for long-term care by selling your stamp collection or are…
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Case Study: Legal Battle Over Funeral Costs
Julie* was sued for $14,000 by a funeral home for the costs of her mother’s…
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Case Study: An Outdated Will Leads to a Sibling Legal Battle
Julie* has spent the year since her mother’s death fighting with her siblings over her…
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Rumor v. Reality No. 7 – Gifting Penalties
Rumor: “The law says that I can gift $17,000 to each of my children annually…
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Rumor v. Reality No. 6: Transferring Home Title for Medicaid Eligibility
Rumor: “Married couples should transfer their residence to their children to ‘protect it’ from nursing…
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Rumor v. Reality No. 5: Accessing a Partner’s Accounts
Rumor: “Spouses have the automatic right to access the other spouse’s accounts, so my spouse…
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Case Study: Sibling House Squabble
Lucy’s* adult siblings have lived with their parents for years. Neither her brother nor her…
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