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TRUST ADMINISTRATION
What should I know before I agree to administer a trust? The most important aspects of administering trusts are organizational skills and record keeping. Basically…
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FINDING AN ATTORNEY
How do I select a good attorney? Start by doing some homework and find out what kind of law the attorney practices. This can be…
FILIAL RESPONSIBILITY LAWS
I have children here and in Pennsylvania and are trying to decide where to retire. I heard something about filial responsibility laws and want to…
PRE-PLANNING FOR LONG TERM CARE
How can one pre-plan for long term care? There is an old Chinese saying that the best time to plant a tree for shade is…
ANNUITY BASICS
My attorney suggested I consider an annuity. Can you explain some basics about annuities? I read an interesting article in a professional publication that I…
LAST LETTER TO LOVED ONES
My lawyer suggested I write a last letter to loved ones to go with my will. What kinds of things might I include? We often…
HOW DOES A PERSONAL PROPERTY MEMORANDUM WORK?
A Personal Property Memorandum is a separate writing in either your own hand or one typed and signed by the testator and two disinterested witnesses…
MY MOTHER WAS THE WIDOW OF A VETERAN FOR MANY YEARS AND RAISED US CHILDREN ALONE.
Several years ago she remarried. Is she entitled to any pension assistance now that she needs assisted living? The pension eligibility criteria for surviving spouses…
IF A VETERAN IS WELL CAN THE SPOUSE GET AID AND ATTENDANCE BENEFITS TO HELP WITH HOME OR ASSISTED LIVING CARE?
The short answer is no. While the Veteran is living the claim is technically his and based on his health. However there is a very…
WHAT LONG TERM CARE PLANNING TIPS CAN YOU PASS ALONG?
I got a lot of phone calls about long term care planning after an article on Medicaid planning I ran a month or so ago.…