by Elder Law Solution | Jan 16, 2014 | Estate Planning, Financial information, Medicaid
The passage of Estate Recovery laws will give rise to new scams. Unscrupulous individuals will use estate recovery to try to scare senior citizens into purchasing products that are not in their best interests. Individuals over age 55 can expect to be invited to more...
by Elder Law Solution | Sep 20, 2013 | Financial information
Clients often speak about holding assets “jointly” with a spouse or of wanting to leave their cottage “jointly” to their children. When you ask whether they are referring to “joint tenancy with rights of survivorship” or “tenancy-in-common”, typical responses include...
by Elder Law Solution | Aug 15, 2013 | Estate Planning, Financial information
A lot of times when I’m meeting with clients they will ask me “how should we leave our stuff?” They have children, grandchildren, siblings, parents, nieces, nephews, charities they like to support and they are having trouble figuring out what to leave to whom....
by Elder Law Solution | Jun 20, 2013 | Estate Planning, Financial information
Intelligent retirement planning is going to include anticipating the expenses that you may incur during your twilight years. It is not uncommon for people to require living assistance late in their lives, and this can be quite expensive. So you think that you will be...
by Elder Law Solution | May 30, 2013 | Estate Planning, Financial information
What image pops into your head when you think “Last Will and Testament”? For most of us, it is an image cloaked in formality, a thick stack of paper full of detailed directions clearly establishing our wishes. For others, scribbles on the back of a napkin may come...
by Elder Law Solution | Mar 28, 2013 | Estate Planning, Financial information
I came across an interesting site the other day. It appeared to be an Excel spreadsheet of all of the decedent’s probate cases filed in the state of Colorado on a particular day. The wordpress site on which this information is kept is password-protected, but I...
