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The Role of the Elder Law Attorney

Elder law encompasses a wide range of legal issues pertaining to elderly or disabled persons. Attorneys practicing elder law advocate for seniors and create legal plans to help them live better. Elder law may include planning for retirement, Social Security,…

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Unmarried Couples’ Estate Planning

The number of older Americans who are widowed or divorced is at an all-time high, prompting new partnerships in their lives. The US Census Bureau reports that more than half of all older adults have only married once, opting to stay legally…

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Medicaid Waivers for In-Home Care

Consider Medicaid long-term care benefits again if you believe you can't qualify due to strict income and asset limits. If you currently demonstrate the need for nursing home facility services, you may meet health eligibility rules for a Medicaid waiver…

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Understanding How a Family LLC Can Benefit Your Estate Plan

Limited liability companies (LLCs) exist structurally between partnerships and corporations. Frequently, small business owners are aware of the benefits of this hybrid legal entity for financial management, yet an LLC has equal benefits for estate planning as well. In the…

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Inflation Management for Retirees and Near-Retirees

Inflation will continue to rise in the United States into 2023 unless significant course corrections are made. Bankrate’s Third-Quarter Economic Indicator poll projects inflation will be more significant than previous expectations over the coming twelve to eighteen months. Even in the…

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Financial Planning for Your Parents

The experts agree that you should not wait until your parent is in cognitive decline to discuss finances with them. It will take time to gather all the information you need for a complete financial assessment of their aging needs.…

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It is Now Easier to Avoid Estate Taxes

The IRS adjusted the portability strategy of deceased spouse unused exclusions on July 8, 2022. This adjustment made it easier than ever for high-net-worth married couples to avoid paying federal estate taxes. Understanding the Portability of a Deceased Spousal Unused…

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What You Need to Know About Solo Aging

According to research, 27% of American adults live alone or are aging alone, whether by choice or unforeseen circumstances. These statistics are expected to increase as societal norms evolve and different ways of living are embraced. Being single is no…

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Timeline of Probate

The probate process is the formal recognition of a will, the selection of a personal representative (executor), and the distribution of the estate's assets to those who are intended to benefit from them. It also requires paying the decedent’s outstanding…

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Identity Theft Primarily Targets Seniors

The Federal Trade Commission (FTC) received 5.7 million fraud and identity theft reports in 2021. According to The National Council of Identity Theft Protection, cases of fraud are up 70% from 2020. While everyone is at risk for identity theft, senior…

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