Author Archive for elisa

Everyone Over 18 Needs One of These…

By elisa on May 15, 2013 in Asset Organization, Asset Protection, Disability, Funding and Asset Titling, Power of Attorney, Risks of joint ownership

At our house we like to watch the old shows like Little House on the Prairie and Andy Griffith. Bailey, our 6-year-old, loves watching “Half Pint” and Barney Fife. Those are great shows and they reinforce some great old-fashioned values. In estate planning, there are often changing laws and new legal strategies. But there are [...]

Medicaid Help

By elisa on May 10, 2013 in Wills and Trusts

When a loved one needs nursing home care, that is one of the most stressful things a family faces. We help families every day deal with this difficult issue. One of the biggest concerns is often “how do we pay for it?” Nursing homes are expensive, often $5,000 per month or more. For many families, [...]

VA Benefits

By elisa on May 10, 2013 in Wills and Trusts

Wartime veterans or their widows may qualify for benefits from the VA to help pay for care as they age. This benefit may be available to pay for in home care, assisted living, or nursing home. In order to qualify for the maximum benefit, legal planning may be needed. We work with families regularly to [...]

Granny We Need to Talk: Questions that Can Stop Elder Fraud in Its Tracks

By elisa on Jan 28, 2013 in Aging Parents, Asset Protection, Asset Protection Trusts, Charitable Giving, Grandchildren, Parents, Power of Attorney, Risks of joint ownership

In our past two posts we talked about how Elder Fraud is on the rise and the types of fraud to look out for. Here are 7 questions to ask your friends and loved ones that can raise red flags about the possibility that they are being set up as a target for Elder Fraud: [...]

Granny, Can I Borrow Your Flat Screen TV? Types of Elder Fraud to Watch Out For

By elisa on Jan 21, 2013 in Aging Parents, Asset Protection, Nursing Home, Parents, Power of Attorney

In our last post we talked about how Elder Fraud is sadly on the rise. In this post we want to give you a heads up about specific types of fraud to look out for. Scams to watch out for from strangers: Fake prizes and sweepstakes Too good to be true investments Donations to phony [...]

Granny Got Robbed: A Series on Elder Fraud

By elisa on Jan 14, 2013 in Aging Parents, Asset Protection, Cost of Poor Planning, Grandchildren, Kids' Inheritance, Parents, Power of Attorney

When you see an article in the paper about a senior being taken advantage of, it often involves a power of attorney. A power of attorney is a great legal tool that lets someone else help you pay your bills or manage finances and property. But, watch out! If you name the wrong person, you [...]