Two Documents You Need When Your Child Turns 18

When your child reaches the age of eighteen, he or she is now entitled to privacy and you no longer have the same level of access to or authority over financial, educational and medical information. At a minimum, you should...

Published On: Friday, November 09, 2018

Special Needs Trust Compliance – Using Debit Cards Like True Link

On May 14, 2018, the SSA published a new section regarding True Link and similar type cards in its Program Operations Manual System (POMS). This new section shows that the SSA is now recognizing these types of pre-paid debit cards...

Published On: Thursday, November 08, 2018

Top 4 Tips for Recognizing Elder Financial Abuse

Unfortunately, there are predators out there looking for ways to financially exploit seniors. Be on the lookout for these four things: Changes to Bank Accounts. Check statements monthly and pay attention to any large withdrawals. Review the cancelled checks to...

Published On: Wednesday, November 07, 2018

Upcoming Workshop on November 14th at 6pm

Our workshops are designed to be educational, interactive, informative and generate relevant discussion for attendees. Modern Estate Planning is more than just preparing a will and putting it in a safe. Find out how a comprehensive Estate Plan will protect...

Published On: Tuesday, November 06, 2018

Controlling from the Grave: Incentive Trusts

When you accumulate a significant amount of wealth, you may worry that your descendants may not know how to deal with such a sizable inheritance. If the amount is large enough that your heirs do not have to earn a...

Published On: Monday, November 05, 2018

Health Insurance Hikes for Maryland Individual Policy Holders

Maryland and Virginia are the first states to announce the rates filed by insurance companies for 2019 plans and it’s looking like large hikes are coming our way. New obstacles resulting from the Affordable Care Act, including the zeroed-out mandate...

Published On: Friday, November 02, 2018

Can an Adult Child Be Held Personally Liable for Assisted Living Costs of a Parent?

If the adult child signs the agreement, then yes, he or she can be held personally liable for payments according to a recent out-of-state court decision. Reversing a trial court, a Connecticut appeals court rules that a residency agreement signed...

Published On: Thursday, November 01, 2018

Artificial intelligence and aging

Senior care is being re-envisioned with the advent of artificial intelligence. There is a need to provide an ever-increasing aging population with consistent and competent health aides. In the United States the healthcare industry employs over 4.5 million nursing aides...

Published On: Wednesday, October 31, 2018

Upcoming Workshop on November 8th

Our workshops are designed to be educational, interactive, informative and generate relevant discussion for attendees. Modern Estate Planning is more than just preparing a will and putting it in a safe. Find out how a comprehensive Estate Plan will protect...

Published On: Tuesday, October 30, 2018

Power of Attorney Misconceptions

A durable power of attorney is one of the most important estate planning documents you can have. It allows someone who you appoint (your agent) to make decisions on your behalf in the event you become incapacitated. If you have...

Published On: Monday, October 29, 2018

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