Skip to content

Blog

My Loved One is in a Nursing Home, is it too Late?

My Loved One is in a Nursing Home, is it too Late?

“My loved one is in a nursing home, is it too late?” The simple answer is no, it is not too late! The only time

Read More
Estate planning and the Dysfunctional Family

Estate planning and the Dysfunctional Family

Over my career as an estate planning and elder law attorney, I swear I have seen just about everything.  I cannot remember a fact pattern that

Read More
How to Help Your Loved One Avoid Isolation

How to Help Your Loved One Avoid Isolation

Isolation is something that many seniors experience on a regular basis. However, with the COVID pandemic, that isolated feeling is more common than ever. Today,

Read More
CARING FOR LOVED ONES

CARING FOR LOVED ONES

More and more, as our population ages, many of us are taking care of aging spouses or parents. According to the Mayo Clinic, 33% of

Read More
Tax Issues on the Family Home for Loved Ones

Tax Issues on the Family Home for Loved Ones

NJ.com’s recent article, “Complex inheritance taxes on a home,” explains the valuation of a home based on its fair market value (FMV) on the date

Read More
Simple Estate Planning Tools

Simple Estate Planning Tools

When we look at the steps taken in our investing lives, the basics are simple. As working investors in the initial stages, the priority is

Read More
What is fair for a Family with a Child with Special Needs

What is fair for a Family with a Child with Special Needs

As parents, it’s hard to treat all children fairly, despite their different personalities and capabilities. Most try to ensure that one child never feels less

Read More
Don’t Over-Think Your Estate Planning

Don’t Over-Think Your Estate Planning

The psychological issues in deciding how to leave your assets can be the hardest part of the process, says Wilmington Biz in the recent article,

Read More
How Do I Collect as the Sole Beneficiary for a Family Member Who Lives Out-of-State?

How Do I Collect as the Sole Beneficiary for a Family Member Who Lives Out-of-State?

NJ.com’s recent article, “Inheriting money from out-of-state relative,” explains that with a power of attorney, you will be able to manage the family member's affairs

Read More
Widows and Widowers Get Break with New Tax Ruling

Widows and Widowers Get Break with New Tax Ruling

Forbes’ recent article, “IRS Offers Estate Tax Relief To Widows And Widowers,” advises that some quick action may be needed to take advantage of the

Read More
Ohio Supreme Court Says High Bar to Find Undue Influence in Will

Ohio Supreme Court Says High Bar to Find Undue Influence in Will

A recent case in Ohio demonstrates the very high threshold that must be met to establish that a decedent was unduly influenced or lacked testamentary

Read More
A Trusteed IRA May be a Wise Solution

A Trusteed IRA May be a Wise Solution

Financial Planning’s article, “When you should establish an IRA as a trust,” advises that the answer depends on several factors, like the amount of control

Read More

SUBSCRIBE TO OUR MAILING LIST

CONTACT US

FOR YOUR ESTATE AND ELDER LAW NEEDS