More Common Legal Misconceptions in Elder Law & Estate Planning

Promise Law attorney Elizabeth Bircher recently gave a well-received presentation on Common Legal Misconceptions that was too good to not share albeit in an abbreviated format. Misconception #1:  If I can’t make my own decisions, my family can step in Fact: If you have a Power of Attorney (POA), then your named Agent can manage… Read more »

Home from the Holidays – Now What? (Part II)

Okay, so you spent time with relatives recently and during the visit you found yourself thinking “things aren’t quite right” and then you confirmed that your loved one can’t handle their affairs anymore.  Below are questions our clients often ask us when they are trying to help their loved ones who may be struggling with… Read more »

Home from the Holidays – Now What? (Part I)

Although the year-end holidays are over, situations you experienced or observations you made may linger and be the source of some concern. Did you see any of these on your visit home?  As you read the following necessarily limited information, please keep in mind that we are not doctors and are not offering a one-size… Read more »

Gifts to Minors

‘Tis the season to think of giving and some of those gifts may be given to minors, which is someone younger than 18 years old. Did you know that a minor is considered an “infant” under the law?  With some exceptions, legal infancy ends at age 18.  But until the minor reaches the age of… Read more »

Home for the Holidays

It’s the time of year when thoughts turn to “Home for the Holidays.”  Whether you travel, host, or spend your holiday in solitude, the mere thought of the holiday season can conjure memories of sights, sounds, special foods and food smells, transportation hassles, stress, frenzied shopping, “crazy relatives,” lumpy futons, moments of relaxation, and cherished… Read more »

Why Aretha Franklin Needed a Trust

Since Aretha Franklin’s death much has been made about the fact that she did not have a Will.  The truth is she needed a Trust.  This isn’t because of her significant wealth, but because Aretha had circumstances and preferences – shared by many Americans – that are not adequately addressed in a Will. Blended Families… Read more »

Top 3 Reasons People Don’t Create a Will

Prince’s and more recently Aretha Franklin’s death revealed that although they were megastars they shared a common trait with the majority of Americans: they died intestate, which means without a Will.[1]  For the record, the size and complexity of Prince’s and Aretha’s assets would require more sophisticated planning than a Will, but they died without… Read more »

Five Common Misunderstandings About Estate Planning

The following considerations are among the most misunderstood by our clients—before they talk to us, that is. My Children will be Excited to Inherit my House  Maybe, maybe not.  Adult children are not as sentimental about the house they grew up in as parents like to believe.  More likely, the asset value of the house… Read more »

Medicaid Long Term Care Benefit FAQs

What is long term care Medicaid? Long term care (LTC) Medicaid is a joint federal and state program for individuals who need nursing home-level care and meet other eligibility requirements.  The care can be received in a nursing home, at home through community-based care services, or through PACE (Program for All-inclusive Care for the Elderly). … Read more »

Untangling the Medi’s: Medicare, Medicaid, Medigap, Medi-what?

Medicare, Medicaid, and Medigap are all familiar terms to an Elder Law attorney, even as their similarity can cause confusion to our clients.  Here then is a brief explanation of these programs. MEDICARE Medicare began hospital and health insurance coverage in 1965.  Insurance is provided to individuals who are 65 years of age (or older),… Read more »