Blog : Elder Law

• Strategies for the “Sandwich” Generation

  October 05, 2022

  If you are taking care of your aging parents and still helping your own children, you are part of the “sandwich” generation. If you feel as if you will never be able to go off duty because of all the people who make demands on your time and money, here are some strategies for the […]

• The Secret Retirement Account HSA

  September 30, 2022

  Medical care is one of the highest expenses in retirement. There is a way for you to save funds for these costs with a triple tax benefit. You do not get taxed on the money you contribute to your Health Savings Account (HSA), on the money you withdraw from it to pay approved medical expenses, […]

• Surviving Spouse Needs An Estate Plan

  July 10, 2022

  “If there ever comes a day when we can’t be together, keep me in your heart. I’ll stay there forever.” A.A. Milne “The boundaries which divide Life from Death are at best shadowy and vague. Who shall say where the one ends, and where the other begins?” Edgar Allan Poe When one spouse dies after […]

• Life Insurance for Elders?

  July 09, 2022

  Life Insurance for Elders? Should you continue to keep the policy, asks the Milford Beacon in the article “Should you keep your life insurance?” For term insurance, the answer is fairly straightforward. If the need for the death benefit is done, like paying off a mortgage or being able to pay for the kid’s college […]

• Is it Wise to Have Three Grown Children Named Co-Executors of Your Will?

  June 01, 2022

  “It is not what you do for your children, but what you have taught them to do for themselves that will make them successful human beings.” Ann Landers “There are only two lasting bequests we hope to give our children. One of these is roots, the other, wings.” Johann Wolfgang von Goethe Is it a good idea […]

• Why Do I Need an Executor?

  February 17, 2022

  What would happen if someone you were close to, asked you to be their Executor? Would you be honored, or would you be uncomfortable with the responsibility? What do you need to do, when do you need to handle these tasks and how much time will it take? These are the questions often asked about the role […]

• What If My Beneficiary Isn’t Ready to Handle an Inheritance?

  February 17, 2022

  “There are only two ways to live your life. One is as though nothing is a miracle. The other is as though everything is a miracle.” Albert Einstein “The old who have died live on in the young ones. Don’t you feel this now in your bereavement, when you look at your children?” Albert Einstein […]

• What Happens to Social Security when Your Spouse Dies?

  February 17, 2022

  The United States Social Security Administration is an independent agency of the U.S. federal government that administers Social Security, a social insurance program consisting of retirement, disability, and survivors’ benefits. Wikipedia. If a movie is really working, you forget for two hours your Social Security number and where your car is parked. You are having […]

• What are the “Must Have” Estate Planning Documents?

  February 17, 2022

  What are the “Must Have” Estate Planning Documents? “Leave nothing for tomorrow which can be done today” Abraham Lincoln “There is nothing like the death of a moneyed member of the family to show persons as they really are, virtuous or conniving, generous or grasping. Many a family has been torn apart by a botched-up […]

• Using Trusts to Maintain Control of Inheritances

  February 17, 2022

  “The spendthrift robs his heirs the miser robs himself.” Jean De La Bruyere “If the Nation is living within its income, its credit is good. If, in some crises, it lives beyond its income for a year or two, it can usually borrow temporarily at reasonable rates. But if, like a spendthrift, it throws discretion […]

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