Elder Law Issues

Elder Law Issues


Latest Episodes

Moving to Arizona? Let’s Talk About Your Estate Plan
November 22, 2020

Are you moving to Arizona? Welcome to the desert! Yes, it's warm here -- but it's a dry heat. - Even if you completed your estate plan before moving, you'll want to revisit it here. Your existing estate plan won't be invalidated because of your move,

I Hate My Trust
November 15, 2020

Clients sometimes tell us: "I hate my trust." What they usually mean, of course, is that they don't understand it. Or perhaps they think they paid too much to set it up. Sometimes clients believe they no longer need a trust.

Is Probate Bad? Always?
November 08, 2020

Everyone knows that it's important to arrange your estate to avoid probate. Is everyone (always) right? In other words: is probate bad? In every circumstance? - Join us for our weekly "Elder Law Issues" podcast episode while we discuss the bad things ...

Election!
November 01, 2020

It's election season. Maybe you already knew that. - Actually, by the time you hear this podcast episode you'll likely know how things turned out. We didn't know when we recorded, but we did know how we would adapt. -

Family Wealth Discussion — Is It a Good Idea?
October 25, 2020

Clients often wonder: should they tell their family about their assets and estate plan? A family wealth discussion can be a tense experience or a joyous occasion. Of course, they can also be everything in between. - To be clear,

Cybersecurity – A Cautionary Tale
October 18, 2020

Cybersecurity is an important concern for businesses -- and for individuals. In this week's podcast episode, we talk about a recent brush with a hacking exploit in our office. Our office -- and our client information -- remained safe.

Elderly Drivers Can Pose a Challenge for Concerned Family
October 11, 2020

We all know the cliches about elderly drivers. As we age many of us experience diminished function. It may be vision, hearing, response time or even cognitive ability. The aging driver can be a concern for family members and the community. -

Mental Health Powers — in Powers of Attorney or Guardianship
October 04, 2020

Sometimes the authority to make health care decisions for another person does not work out. It can especially founder on a common limitation: it might not include mental health powers. Without authority over mental health decisions, the agent,

Pets and the Elderly
September 27, 2020

We have written and talked before about pets and the elderly client in our office. But most of that discussion has focused on how to make plans for your pets after your inevitable demise. What about taking care of pets -- and having them help take care...

Planning for 2021
September 20, 2020

It will come as no surprise that there is an election in November, 2020. Depending on the outcome, there might be significant changes in estate, gift and generation-skipping taxes as soon as next year. Are there things that you need to consider in your...