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Newsletter Archive

In this Issue:

  • The Importance of Business Planning
  • How to Avoid Challenges in Your Will or Trust

Elder Law Update - March 2023

In this Issue:

  • How to Identify Signs of Abuse in Nursing Homes and Assisted Living Facilities
  • Managing a Medicaid Crisis

Lawyer for Life - February 2023

In this Issue:

  • Should Your Beneficiary Serve as Your Executor or Trustee?
  • Why Transferring Home Ownership Does Not Replace an Estate Plan

Elder Law Update - January 2023

In this Issue:

  • How to Spot Illegal Nursing Home Debt Collection Tactics and Stop Them in Their Tracks
  • Could You Benefit from an Irrevocable Living Trust?

Lawyer for Life - December 2022

In this Issue:

  • Should All Your Children Receive Equal Inheritances?
  • Do You Need a Prenuptial Agreement?

Elder Law Update - November 2022

In this Issue:

  • Easing the Stress of Being a Sandwich Generation Caregiver
  • Provide Your Feedback on the National Strategy to Support Family Caregivers by November 30th
  • How to Make Sure A Nursing Home is Right For You or Your Loved One
  • A Personal Note From Tom

Lawyer for Life - October 2022

In this Issue:

  • Sentimental Assets and Your Will: Understanding When Someone Can Challenge Your Wishes
  • Can You Still Retire Comfortably On A Million Dollars?

Elder Law Update - September 2022

In this Issue:

  • Planning For Long-Term Care: Medicare v. Medicaid
  • The Rising Costs of Medicaid and Managing a Medicaid Crisis

Lawyer for Life - August 2022

In this Issue:

  • A Will is a Key Component of Any Estate Plan, But It’s Not Enough
  • When Was the Last Time You Updated Your Estate Plan?

Elder Law Update - July 2022

In this Issue:

  • Powers of Attorney: General or Limited?
  • Aging in Place vs. Nursing Home Care: Important Factors to Make the Right Choice
  • A Personal Note From Tom

Lawyer for Life - June 2022

In this Issue:
  • How to Protect the Legacy of Your Vacation Home
  • Why You Need a Digital Will
  • June Is Alzheimer’s and Brain Awareness Month

Elder Law Update - May 2022

In this Issue:

  • Preserving Your Legacy: What Entrepreneurs Should Know About Estate Planning
  • Filial Responsibility: Are Children Responsible for Their Parents’ Long-Term Care?

Lawyer for Life - April 2022

In this Issue:

  • What to Do When a Loved One is Diagnosed with Dementia
  • Legal Documents that College Students Shouldn’t Leave Home Without
  • A Personal Note From Tom

Elder Law Update - March 2022

In this Issue:

  • The VA Aid and Attendance Program Helps Eligible Veterans Pay for In-Home Care
  • The Truth About Using Medicaid to Pay for Nursing Home Care
  • What Services are Covered by Medicare? Find Out by Using Medicare’s Free App

Lawyer for Life - February 2022

In this Issue:

  • Myths and Misconceptions about Retirement Planning
  • Why Do People “Put Off” Estate Planning?
  • A Personal Note From Tom

In this Issue:

  • What is a Pour-Over Will and How is It Used?
  • Finding the Right Nursing Home: Don’t Rely Entirely on the Five-Star Quality Rating System
  • The New Year is a Great Time to Review Your Estate Plan
  • A Personal Note From Tom

Lawyer for Life - December 2021

In this Issue:

  • The Risks of Giving Adult Children an “Advance” on Their Inheritance
  • Moving Out of State? You May Need to Revise Your Estate Plan
  • A Personal Note From Tom

Elder Law Update - November 2021

In this Issue:

  • National Family Caregivers Month Reminds Us that Caregivers Need Help to Avoid Burnout
  • Estate Planning for Couples Marrying Later in Life
  • A Personal Note From Tom

Lawyer for Life - October 2021

In this Issue:

  • The Objectives and Benefits of a Spendthrift Trust
  • What Will Happen to Your
    Digital Estate When You Pass Away?
  • Yes, Even Millennials Should Have an Estate Plan
  • A Personal Note From Tom

Elder Law Update - September 2021

In this Issue:

  • What is the Medicaid Look-Back Period?
  • What Women Need to Know about Social Security
  • A Personal Note From Tom

Lawyer for Life - August 2021

In this Issue:

  • What’s Not to Like About an I Love You Will? Plenty.
  • If Your Children Have Turned 18, They Need Their Own Legal Documents
  • Be Sure to Fund Your Revocable Living Trust
  • A Personal Note From Tom

Elder Law Update - July 2021

In this Issue:

  • A New Treatment for Alzheimer’s Disease and the Controversy Surrounding It
  • A Change to the Rules Governing Reverse Mortgages Provides Greater Protection for Non-Borrowing Spouses
  • A Personal Note From Tom

Lawyer for Life - June 2021

In this Issue:

  • Estate Planning for Second Marriages
  • Tips for a Successful Family Business Succession
  • A Personal Note From Tom

Elder Law Update - May 2021

In this Issue:

  • Should You Be Concerned About Changes to the Step-up in Basis?
  • Myths and Misconceptions about Probate
  • A Personal Note From Tom

Lawyer for Life - April 2021

In this Issue:

  • Do You Need A Trust?
  • If You’re Thinking About Downsizing Your Home In Retirement, Avoid These Common Mistakes
  • A Personal Note From Tom

Elder Law Update - March 2021

In this Issue:

  • Managing Your Loved One’s Legal Needs: A Checklist for Caregivers
  • Why Your Estate Plan Must Include More than a Will
  • A Personal Note From Tom

Lawyer for Life - February 2021

In this Issue:

  • A Look at America’s Most Popular Pension Plan: Social Security
  • Five Ways President Biden’s Tax Plan Could Impact Your Finances
  • A Personal Note From Tom

Elder Law Update - January 2021

In this Issue:

  • Myths and Misconceptions About Coronavirus Vaccines
  • How to Discourage Challenges to Wills and Trusts
  • A Personal Note From Tom

Lawyer for Life - December 2020

In this Issue:
  • Your Legacy is More than Just the Money You Leave to Loved Ones
  • What is the Difference Between a Will, a Living Will, and a Pour-Over Will?
  • Now Is a Good Time to Review Your Estate Plan
  • A Personal Note From Tom

Elder Law Update - November 2020

In this Issue:

  • As Part of National Family Caregivers Month, Caregivers Should Remember to Care for Themselves
  • Giving to Charity Wisely During the Holidays
  • A Personal Note From Tom

Lawyer for Life - October 2020

In this Issue:
  • 10 Ways To Maximize Your Social Security Benefits
  • How to Avoid COVID-19 Scams
  • A Personal Note From Tom

Elder Law Update - September 2020

In this Issue:

  • What Is A Revocable Living Trust?
  • What Is Trust Funding And Why Is It Essential?
  • Pets Are More Popular Than Ever. A Pet Trust Could Help Protect Yours.
  • A Personal Note From Tom

Lawyer for Life - August 2020

In this Issue:

  • Is There a Difference Between a Special Needs Trust and a Supplemental Needs Trust?
  • The Benefits and Importance of Designating Beneficiaries in Your Retirement and Other Accounts
  • A Personal Note From Tom

Elder Law Update - July 2020

In this Issue:

  • 10 Reasons To Update Your Will
  • Early Warning Signs of Alzheimer’s Disease
  • A Personal Note from Tom

Lawyer for Life - June 2020

In this Issue:

  • Without Your Own Estate Plan, the Government Will Make One For You! (What Could Possibly Go Wrong?)
  • Special Needs Planning Mistakes