Legal Blog

States Go After Living Trust Scams

On March 7, 2007, Minnesota’s attorney general became the third attorney general to file suit against two California companies run by the same family that allegedly sold inappropriate living trusts and annuities to seniors. Last year, state attorneys general in Pennsylvania and North Carolina filed

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Social Security Benefits

When Should You Take Your Social Security Retirement Benefits As you approach retirement, you must decide when to begin taking your Social Security benefits. You have three options: You may begin taking benefits between age 62 and your full retirement age, you can wait until

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Seniors Relocation and Real Estate Services

As people age, they often become overly attached to their homes and even though there may be compelling reasons to find other living arrangements, these folks will go to extreme lengths to remain in their homes. Notwithstanding the affection for their dwellings, there is oftentimes

Continue Reading »

Make Sure Your Plan Beneficiaries Are Up To Date

Many people periodically update their wills or other estate plans, but don’t remember to update who will receive distributions from their retirement plans (such as IRAs and 401(k)s) upon their deaths. Every year you should review your entire estate plan, and the review should include

Continue Reading »

Do I Qualify for Elder Law?

I have just come to another milestone in my life. My oldest son (9) decided that he will not longer be calling me "daddy", but that I am forever more to be referred to as "dad." As third graders are wont to do my son

Continue Reading »

States Go After Living Trust Scams

On March 7, 2007, Minnesota’s attorney general became the third attorney general to file suit against two California companies run by the same family that allegedly sold inappropriate living trusts and annuities to seniors. Last year, state attorneys general in Pennsylvania and North Carolina filed

Read More »

Social Security Benefits

When Should You Take Your Social Security Retirement Benefits As you approach retirement, you must decide when to begin taking your Social Security benefits. You have three options: You may begin taking benefits between age 62 and your full retirement age, you can wait until

Read More »

Shady Pines — Rock N’ Roll Style

I was thinking about what nursing homes might look like when it’s my time for long term care. After all, I spend most everyday in an around today’s nursing homes and I see so many things that relate to the past for the residents to

Read More »

Seniors Relocation and Real Estate Services

As people age, they often become overly attached to their homes and even though there may be compelling reasons to find other living arrangements, these folks will go to extreme lengths to remain in their homes. Notwithstanding the affection for their dwellings, there is oftentimes

Read More »

Make Sure Your Plan Beneficiaries Are Up To Date

Many people periodically update their wills or other estate plans, but don’t remember to update who will receive distributions from their retirement plans (such as IRAs and 401(k)s) upon their deaths. Every year you should review your entire estate plan, and the review should include

Read More »

Elder Law — Help for Long Term Care Planning

The concept of elder care or long term care planning is fairly new. A fast-growing generation of elderly people needing care is starting to put a great deal of pressure on care giving family members and government programs for long term care. More and more

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Elder Law — HALF a Penny for Your Thoughts

A reverse mortgage to geed a slot machine? Can a car alarm reduce depression in elders? What can you buy for half a penny? I have just returned from an estate planning conference in Las Vegas. This was a conference like many others where we

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Do I Qualify for Elder Law?

I have just come to another milestone in my life. My oldest son (9) decided that he will not longer be calling me "daddy", but that I am forever more to be referred to as "dad." As third graders are wont to do my son

Read More »