The Family Caregiver’s Legal Checklist: 10 Things to Do Now
Takeaways
The best time to get legal documents signed is before there’s a crisis — while your parent can still understand and sign.
A financial power of attorney and a health care proxy solve different problems, and most families need both.
HIPAA paperwork…
Choosing the Best Executor for Your Estate
Takeaways
An executor manages your estate settlement, which includes locating assets, paying debts and taxes, and distributing property to beneficiaries.
A family member can be cost-effective and personally invested, but the role is time-consuming and can strain relationships, especially when emotions run…
Older Adults Living Alone Still Need an Estate Plan
Takeaways The number of older adults living alone (solo agers) in the U.S. is rapidly increasing, making proper planning more critical than ever, especially since
Estate Planning When You Have a Stepfamily or Blended Family
Takeaways Estate planning is essential for stepfamilies and blended families to prevent accidental disinheritance of children from prior relationships and reduce family conflict. Tools like
Is Using Artificial Intelligence to Plan Your Will Safe?
Takeaways AI chats can create a permanent record of your intentions that may not be protected like attorney-client conversations. Even if you hire an attorney
DNA Tests and Estate Planning
Takeaways At-home DNA tests are revealing previously unknown biological relatives, who are then using these results to make legal claims on estates, even years after
Ensure Your Elder Law Attorney Understands Medicaid Planning
Takeaways
Working with an experienced elder law attorney who understands Medicaid is crucial for long-term care planning and applications.
Red flags indicating an attorney’s inexperience include a lack of specific Medicaid knowledge, inadequate assessment of individual situations, and insufficient planning for asset…
Questions to Ask a Financial Planner About Long-Term Care
Takeaways The need for long-term care is common, but proactive planning is rare. Nearly 70 percent of people turning 65 will need some form of
Long-Term Care Pharmacy Crisis Hits Nursing Homes
Takeaways Long-term care (LTC) pharmacies — not retail drugstores — are essential to medication safety in nursing homes and other long-term care facilities. Medicare drug
New Law Caps Home Equity for Medicaid Long-Term Care
Takeaways A new federal law, effective in 2028, will cap the amount of home equity a person can have and still qualify for Medicaid long-term