![Contemplating Aging in Place [Episode 126]](https://eldercarelaw.com/wp-content/uploads/2018/08/ElderTalk_Joe-Slider-300x106.png)
Attorney-CPA Joe Cordell and co-host Jill Albers focus their discussion on the on-going debate of aging in place vs. moving to a facility or community that offers amenities and care options. They highlight an article from the Wall Street Journal that details the financial investment that has been made in creating these facilities and communities
Estate Planning
Understanding Undue Influence
Clear intentions are a priority when planning your estate. Your estate planning documents need to be able to outline your wishes and illuminate a path to action that reflects what you had in mind. In order to create these plans and make sure that they are properly carried out, it requires the assistance of an
Do Not Misplace Your Estate Planning Documents
Making a plan for the future requires knowing all of the details involved. As difficult as it may be, it is too important to remain focused and not lose sight of the intricate elements of your future, especially the location of these vital documents. Whether it is your keys or your wallet, you inevitably will
Be Wary of Prepaid Funeral Deals
Most people would rather not think about their own deaths, but unless medical science can somehow come up with an immortality pill, we all have to go sometime. Given that uncomfortable reality, some individuals actually face their inevitable departure with a good deal of planning, such as lining up pallbearers, selecting funeral music, designing their
Make Your Future More Secure With a Living Will and a Living Trust
“When you fail to plan, you plan to fail.” That familiar saying has been around for a long time, often used in reference to significant challenges such as running a business or creating military strategy, but the expression also is true for individuals in everyday circumstances. The ability to plan effectively impacts almost every phase
Chris Cornell’s Ex-Wife, Daughter Clash With Widow Over Estate
Even if you die with a will in place, it still may not be enough. Your loved ones may find themselves involved in a dispute over your life’s work. They may have the best of intentions, but still believe that they are entitled to a bigger piece of the pie than what is stated in
Provide Access to Your Safe Deposit Box in Your Estate Plan
Most people would agree that protecting valuables in a safe deposit box is a smart idea. A safe deposit box typically is a metal drawer locked in a large steel, climate-controlled vault inside a bank, where items such as important papers (wills, deeds, birth certificates, car titles, etc.), jewelry, rare collectibles, backed-up computer files, and
Providing for Beneficiaries With Special Needs
Whether they are establishing a basic last will and testament or crafting a complex, multi-faceted estate plan, everybody who makes legal arrangements for the future of their inheritors naturally is motivated by unique personal priorities. In certain straightforward cases – such as providing an equitable split of assets among inheriting siblings – the decision of
Support Your Favorite Charities With a Special Bequest
If you have made contributions to a charity or a school, there is a good possibility your name then landed on their mailing list. If so, you also have probably received other solicitations for future donations, including the suggestion of making a bequest for the organization, otherwise known as adding them to your will. Charitable
What Will Happen to Your “Stuff” When You Are Gone?
When an elderly gentleman in the Midwest went to draft his estate plan, he had no problems setting up his will to divide his measurable wealth equally among his five grown children. His financial assets and real estate holdings would be relatively easy to convert and distribute, but there were many sensitive issues and problems