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What to Look for in a Professional Fiduciary (Trustee)—Especially during a COVID-19 Pandemic and Aftermath

October 7, 2020

What to Look for in a Professional Fiduciary (Trustee)—Especially during a COVID-19 Pandemic and Aftermath

Has your estate planning or elder care attorney ever mentioned, “You’d be wise to get your affairs in order?”  For elderly individuals without immediate family members, it can be extremely difficult to decide who to appoint as their power of attorney or health care surrogate. Learn about the important role of a fiduciary— and how choosing the right one can provide support for you and/or your loved one during a difficult season in life. 

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Five Tips to Protect Against Elder Abuse during the Covid-19 Pandemic

September 24, 2020

Five Tips to Protect Against Elder Abuse during the Covid-19 Pandemic

As we continue to experience living in a Coronavirus/COVID-19 climate, we’ve learned elders are particularly susceptible to the effects of this illness and the many negative ways it has impacted their daily lives. As a result, many precautions have been taken to protect this demographic, especially with respect to exposure to the virus.

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Six Key Nutrients That Seniors Must Have for Better Health—Now More Than Ever!

April 22, 2020

Six Key Nutrients That Seniors Must Have for Better Health—Now More Than Ever!

Considering the challenge that the COVID-19 crisis has created, especially for seniors, now more than good nutrition is more important than ever before.  Getting to the grocery store is more difficult, even with set aside hours for the elderly. And with over-loaded, on-line, food-delivery services, meal-planning for seniors just got a whole lot more complex.

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ABLE Accounts – Tax Advantages for Those Living with Disabilities

April 15, 2020

ABLE Accounts – Tax Advantages for Those Living with Disabilities

The Achieving a Better Life (ABLE) Act of 2014 allows States to establish programs, for eligible individuals with disabilities, and enable them to participate in a tax advantaged savings program. This benefit does not impact the “government means test benefits,” as long as the account within the account is under the allowed maximum.

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Special Needs Trustees – Should They Always Encourage Beneficiaries to open ABLE Accounts

April 1, 2020

Special Needs Trustees – Should They Always Encourage Beneficiaries to open ABLE Accounts

In this blog post we examine who qualifies for an ABLE account, as they can be wonderful tools for the trustee. If the beneficiary of a Special Needs Trust becomes disabled prior to the age of 26, the trustee can fund an ABLE account, regardless of the  kind of special needs trust.

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