Category: Special Needs Planning
The public battle — always emotional and sometimes bizarre — began in October 2013 when daughters Julie and Kerri led a protest outside of Kasem’s Los Angeles mansion, holding signs demanding that their stepmom let them see their ailing father. With celebrity life comes a lot of media attention, and with that attention comes the […]
A proper Caregiver Agreement is essential when a loved one or friend wants to pay you to provide assistance and care for them. Here is a link to an article in which Michael J. Amoruso, Esq., Managing Partner of Amoruso & Amoruso LLP in Westchester County, NY and Howard S. Krooks, Esq., Of Counsel to […]
Since for most of us, our children are our foremost priority in life, a Letter of Intent can be a crucial document. And anyone who wants to ensure special care for their children should consider including one with their estate documents; there are no real drawbacks to writing one. For parents, their children are the […]
Sometimes we have to think about the not-so-fun things so we can enjoy the fun ones. Who wants to talk about money? How about planning? These topics may not be on your list of fun conversation starters. An article on kjrh.com explores some grownup topics most of us would rather put off until sometime later. […]
There is no question that most of the burden falls on women for the physical and financial impacts of caregiving. As parents live longer, more women are feeling the crunch. Who do you think is depended upon more for taking care of elderly parents — men or women? A recent article in Forbes stated that […]
Elder planning deals with protecting assets while you’re still alive and perhaps unable to make good decisions. Having someone who is suffering from Alzheimer’s and unable to make decisions is like a living death, for all parties. Much of our planning is done for the unknown. We don’t know what lies ahead, so having a […]
“Beneficiary designations that are inconsistent with your will can wreak havoc on a well-structured estate plan,” said Helen Modly, a wealth manager and Executive Vice President at Focus Wealth Management in Middleburg, Va. What is the top estate planning mistake you can make? Keeping things up-to-date, especially those beneficiaries! An article titled “Don’t make the […]
If you are a veteran, a veteran’s surviving spouse or a veteran’s surviving dependent in need of additional income, the Non-Service Connection Pension offered through the Department of Veterans Affairs may be just for you. Are you a surviving spouse or a dependent of a veteran, or even a veteran yourself? If you could use some extra […]
Planning for a special needs beneficiary can be incredibly complex, so it’s generally best to consult with a knowledgeable attorney in your state who specializes in this area. Estate planning helps to ensure our loved ones will be taken care of when we are no longer here. These plans are done with great care and […]
“Fighting over personal property is the match to the tinderbox of emotions,” says McManus. “Sometimes feuds start because of lingering resentments over who worked the hardest to take care of Mom or Dad when they were sick or even over who got the biggest scoop of mashed potatoes at Thanksgiving every year.” Inheritance is a […]
