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  • About Us
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Category "Legal"

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How Can I Benefit from a Charitable Lead Trust?
06Oct
Financial Legal Retirement
advantages assets benefit charity counsel gift investments IRS legal tax trust
156

How Can I Benefit from a Charitable Lead Trust?

Charitable lead trusts are designed for people who would like to benefit a charity now rather than later. You may have heard about some charitable trust strategies before but decided against them beca

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How-Can-a-Living-Trust-Help-Me-Control-My-Estate-
29Sep
Financial Legal
assets death estate financial information legal living trust probate seniors spouse taxes trust
168

How Can a Living Trust Help Me Control My Estate?

Living trusts enable you to control the distribution of your estate, and certain trusts may enable you to reduce or avoid many of the taxes and fees that will be imposed upon your death.
A trust is a

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Can-I-Benefit-from-an-A-B-Trust-
09Sep
Financial Legal
ab trust financial services legal real estate services spouse trust
168

Can I Benefit from an A-B Trust?

Married couples have several ways to potentially avoid any estate tax liability when they leave assets to each other.
Because of the unlimited marital deduction, no estate taxes are due when one spous

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Face the Facts: Topics to Discuss Now with Your Aging Parents
08Aug
Legal Planning w/Parents Retirement
documents families financial health health care homebound income independence insurance legal Medicare retirement social security will
178

Face the Facts: Topics to Discuss Now with Your Aging Parents

As we age and live longer, financial, legal, health care and long term care issues affect families, not just individuals. The Eldercare Locator produced this guide to help families “face the facts” ab

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Why You Must Identify Elder Financial Abuse
10Jul
Elder Abuse Financial Legal Senior Safety
abuse behavior change elder elderly financial neighbors power of attorney report social worker video
160

Why You Must Identify Elder Financial Abuse

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Caring for an Elder Relative: Where to Begin
21May
Caregiver Education Caregiver Resources Legal Planning w/Parents
aging burden caregiving elder end of life issues financial health care directive health insurance help legal living will Medicaid Medicare medigap power of attorney
173

Caring for an Elder Relative: Where to Begin

It’s important to understand the legal and financial considerations of caring for an elder relative.
As Americans live increasingly longer lives, many require ongoing, long-term care. This care often

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Advance Directives, Living Wills, Powers of Attorney: What
01May
Legal Planning w/Parents Senior Safety
advance directives attorney directives DNR documents elderly health care legal forms living wills patient advocate power of attorney seniors treatment
81

Advance Directives, Living Wills, Powers of Attorney: What is the Difference?

These legal documents have different names, but just one goal — helping you direct your health care if you become unable to communicate your wishes.
The documents that set out your wishes for medical

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