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We are frequently updating and publishing new articles as changes occur in the fields of Elder and Estate Law.

Charitable Trusts Can Provide Income to Heirs

Charitable Trusts Can Provide Income to Heirs

A charitable trust is a type of irrevocable trust that can benefit you, and the charity you choose, and provide income to your heirs. If you are philanthropically minded with nonessential assets like stocks or real estate, a charitable trust can offer many financial...

Making an Estate Plan for Unmarried Couples

Making an Estate Plan for Unmarried Couples

Widows and divorce are common among older Americans (in record numbers), spurring new partnerships. The US Census Bureau reports that more than half of all older adults have only married once, opting to stay legally single in their future relationships. Cohabitating...

Veteran Advocates: 3 Reasons to Hire One

Veteran Advocates: 3 Reasons to Hire One

The number of veterans' benefits getting mired in the system is not only tragic but startling as well. A quick internet search can lead to story after story of veterans who have struggled to receive the benefits that are owed to them. Robert DiCicco spent his final...

What Is the Fiduciary Rule?

What Is the Fiduciary Rule?

Since the Labor Department surpassed its authority in creating the fiduciary rule, the Obama-era protections for retirement savers cannot be enforced. The fiduciary rule required financial advisors to act solely in their clients’ best interest as it related to...

Life Insurance and Estate Planning

Life Insurance and Estate Planning

The way you dispose of your assets in your estate plan may not seem to be affected by life insurance at first glance. However, life insurance can be an integral, indispensably important part of a well-thought-out estate plan. There are numerous other benefits to...

Brain Injury Awareness Month is in March

Brain Injury Awareness Month is in March

Brain Injury Awareness Month kicks off in March as it has for thirty years. Brain injury often referred to as traumatic brain injury (TBI), can range from mild (commonly called a concussion) to severe and is caused by an impact to the head or the body or by a...

What to Do if You Inherit a Timeshare

What to Do if You Inherit a Timeshare

Upon purchasing a timeshare in a vacation resort, the resort agent suggested that Mom and Dad leave the property to their children so that after they passed, the kids could continue to enjoy the property. It seemed like a good idea at the time. Unfortunately, once Mom...

COVID-19 Dashboard for Nursing Homes – AARP

COVID-19 Dashboard for Nursing Homes – AARP

As COVID-19 continues to spread rapidly among nursing home residents and staff, accurate data is hard to come by, with haphazard data collection often providing inaccurate results. The most recent Kaiser Family Foundation data analysis indicates that federal...

Why Does a Will Have to Go Through Probate?

Why Does a Will Have to Go Through Probate?

The probate process involves the authentication of a will, the review of assets, the payment of outstanding debts and taxes, and the distribution of the remaining assets to the heirs. After an asset-holder dies, the court will appoint a valid will's executor to...

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