People wonder if they should bring their aging parent to live with them. Typically, this issue comes up when one parent passes away. When that
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Retirement Planning with a Special Needs Child
Having a special needs child adds complexity to retirement planning. Parents must pay attention to minute but critical details—like beneficiary designations for their workplace 401(k)—while
Making the Move to a New Home in Retirement
The recent article at capecod.com, “5 Tips for Seniors Planning a Move: Think ‘Resizing’ Not ‘Downsizing,’” explains that elder law attorneys are sensitive to the
Why Do I Need a Trust?
The estate and gift tax elements of the American Taxpayer Relief Act extended the favorable rules that were previously in place. The $5 million exemption,
Choose Carefully When Choosing Your Successor Trustee
It’s smart to work with an estate planning attorney to set up a will or a trust. But it’s not so wise to put these
A 529 Savings Plan for the Disabled?
This isn’t exactly a 529 plan. However, it’s sort of like one. It’s a new kind of account that’s similar in some ways and is
Tough Laws Proposed to Combat Elder Financial Fraud
Older Americans forfeit approximately $37 billion annually to financial fraud. However, new legislation under consideration in Congress would impose more stringent penalties for these crimes
Florida Congresswoman Proposes Registry for Elder Abusers
U.S. Representative Gwen Graham from Tallahassee, Florida, recently announced that she plans to introduce new legislation that would allow states to create a searchable registry
Communication Key in Caring for Parents
Good news for older parents: your children will help support and care for you as you age. That’s according to a new study from Fidelity
The Ins and Outs of Community Property
Many married couples living in the U.S. own assets that are deemed legally separate. This may include a business or real property purchased in one
How Do I Contest a Will?
Without some communication about what’s in a person’s will, there can be big surprises when this individual passes away—especially if children or grandchildren are cut
Leave Your Kids a Legacy by Looking at The Rockefellers
Entrepreneurs may have a hard time deciding if they want to leave their children a large inheritance. You don’t want to create entitled, spoiled kids,