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trustee affairs management

Learn about Estate Planning in Your New State

When moving to a new state, you may have to sever some or all of your ties to your former state. Half measures can leave you open to tax claims by your former home state.

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Should I Sign a Prenup before I Get Married again at 60?

Those marrying at older ages should at least consider a prenuptial agreement, since both spouses may come into a marriage with significant assets, children, or both.

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What Happens to Social Security Payments after a Person Dies?

The Social Security Administration should be notified as soon as possible after a beneficiary dies. Depending on your relationship to the deceased, you may be entitled to benefits for survivors.

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What Kind of Trust Is Right for You?

Estate planning is a crucial part of any holistic financial plan, and financial advisors often work with estate planning attorneys for guidance in this area.

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How are Seniors Fighting Long-Term Effects of COVID-19?

Older adults have been hit hard. 95% of all coronavirus deaths in the U.S. involved a patient who was at least 50 years old, according to data from the Centers for Disease Control and Prevention. Older adults are also more likely to suffer from the virus's lasting effects, commonly known ...

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estate plan

When Should an Estate Plan Be Reviewed?

The documents may still be valid but if they are stale or outdated, you may spend significant money trying to use them down the road.

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Celebrate Single Parent Day: Take Steps to Provide for Your Kids’ Future

In 1984, Congress issued a resolution, signed by President Reagan, establishing March 21st as National Single Parent Day: a day devoted to recognizing the dedication of single parents, who make self-sacrificial efforts to care for their children’s needs, and encouraging family members, friends, and communities to help provide an optimal ...

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health care for seniors

Why are the Elderly Particularly Vulnerable to Winding Up in the Hospital with COVID-19?

New Medicare data reveals which chronic conditions make seniors especially vulnerable to ending up in the hospital with COVID-19.

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medicaid

What Will Biden Do with Medicaid, if Elected President?

Likely Democratic presidential nominee Joe Biden has proposed a major new initiative to encourage state Medicaid programs to expand home and community-based care for low-income older adults and younger people with disabilities.

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What is a Power of Attorney’s Effect in a Will Contest Case?

https://www.youtu.be/xzFUNtXA0QQ Attorney Jeffrey P. Coleman discusses the Power of Attorney legal document and how it can impact a Will Contest Case.

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