Planning for special needs grandchildren, or other relative other than your own child, in your estate plan is a great way to help provide for their future once you are gone. However, it needs to be done the right way. People with special needs are often dependent, either now or later in life, on government assistance […]
Essential Legal Documents Anyone With Alzheimer’s Needs to Have in Place
No one plans on Alzheimer’s, however a person diagnosed with Alzheimer’s should put some planning in place, while they still can, and in the form of legal documents. There are a number of legal decisions someone diagnosed with Alzheimer’s can and should execute, and as discussed in Can Someone Diagnosed With Alzheimer’s Still Execute Legal […]
IRAs and Asset Preservation Planning
When it comes to IRAs, it seems the strategy people most opt-in for is to withdraw the minimum required amount in order to defer paying taxes for as long as possible. Unfortunately, while this strategy seemingly saves tax dollars now, it may ultimately cost more in tax dollars later when they decide to do asset […]
Alzheimer’s and the Medicaid Look-Back Rule: Is it too late for planning?
A really common and really unfortunate mistake that causes a lot of Alzheimer’s families to talk themselves out of engaging in planning that could very effectively protect a great deal of life savings has to do with Alzheimer’s and the Medicaid look-back rule. They see their family member, diagnosed with Alzheimer’s, and often believe they […]
Alzheimer’s and Powers of Attorney for Property: Why the document’s specific language matters so much
Not all Powers of Attorney for Property are created equal. This may come as a surprise to some people, we hear “Power of Attorney for Property” and we think of a standardized form, but the language contained in these documents can differ from each other. While a basic form may give authority to pay bills and […]
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