New Year’s Resolution: Get That Estate Plan Done
Visiting an attorney to get your estate plan done is one New Year’s resolution that you should definitely keep. None of us knows whether or when we may find ourselves seriously injured or sick.
PACE Program Helps Seniors Remain at Home
Most seniors want to be able to stay at home as long as they can instead of moving into a nursing home. The PACE program provides care and services to some nursing home-eligible seniors to enable them to remain in their home longer.
Notarizing Documents for Seniors With a Dementia Diagnosis
An Alzheimer’s or dementia diagnosis can be a challenging journey for the person and family alike. When the diagnosis occurs, a ticking clock begins on the timeline for getting proper and sound notarizations done for crucial legal documents.
Using a QTIP Trust in Estate Planning
Qualified terminable interest property (QTIP) trusts enable individuals to maintain control over the assets they leave their spouse while preserving wealth and leaving a meaningful legacy for children and charities.
2024 Annual Gift and Estate Tax Exemption Adjustments
With the arrival of the new year, revisions to the annual gift tax and estate tax exclusions will be going into effect, as recently announced by the Internal Revenue Service.
M|S Recognized by Best Law Firms in Two Areas
We are proud to share the news that our firm has been recognized by Best Law Firms for 2024 in the practice area of Closely Held Companies and Family Business Law, and also the practice area of Corporate Law The U.S. News – Best Lawyers® Best Law Firms rankings are based on a rigorous evaluation…
What Does Incapacitated Mean in Elder Law & Estate Planning?
Someone who is incapacitated cannot make personal decisions or understand legal documents. An incapacitated person requires a surrogate decision-maker, such as an agent under a health care power of attorney or a guardian.
6 Ways the Sandwich Generation Can Plan for The Future
Many couples in their 30s and 40s are providing for their families and balancing care duties between the needs of children and parents. Managing it all takes preparation, organization, and communication.
Medicare Part B Premiums, Deductibles Going Back Up in 2024
In 2023, seniors were happy to see their Medicare Part B standard monthly premiums and annual deductibles go down for the first time in more than a decade. Unfortunately, that’s not the case for 2024, when these charges will be back on the rise.
What to Know About Creating a Living Will
Creating a living will ensures your future health care decisions and plans are respected. A living will is a legal document outlining medical treatment preferences and end-of-life care if you can’t communicate or make decisions for yourself.