May 28, 2020 | Elder Law Attorney, Estate Planning Attorney, Financial Planning, Heath Care Documents
“My ninety-year-old great aunt is one of your lifetime protection program clients, but her nursing home won’t let me talk to her!” And with that call, Dennis Sullivan of Dennis Sullivan and Associates was on the case. Within an hour, he’d leveraged his Power of...
May 1, 2020 | Estate Planning, Financial Planning, retirement plans
We work with many qualified financial planners to assist clients with comprehensive estate and financial planning. But we don’t work with everyone, and sometimes we see unscrupulous sales methods employed that take advantage of trusting clients, particularly the...May 1, 2020 | Financial Planning, life-care plan, Retirement, taxes
There are many reasons to consider a mid-year tax and financial review. At this time last year, income tax planning was particularly challenging. As a result of mid-December’s last-minute legislation, which renewed many already expired deductions, there is...
May 1, 2020 | Alzheimer's Disease, durable power of attorney, elder care, elder care journey, Elder Law, estate, Estate Planning, Financial Planning, Health Care, health care proxy, HIPAA, massachusetts estate planning strategies, Protective Trusts
The definition of dementia, according to the American Heritage Dictionary of the English Language, is “deterioration of intellectual faculties, such as memory, concentration, and judgment, resulting from an organic disease or a disorder of the brain. It is sometimes...
May 1, 2020 | Alzheimer's Disease, elder care, elder care journey, Elder Law, Estate Planning, Financial Planning, in-home care, Nursing Home Costs, Nursing Homes
What happens when the child becomes the parent? This is something I explain frequently to families when discussing long term care. Last month I had a conversation with Dad’s three children who came to meet with me regarding his placement in an assisted living...
May 1, 2020 | Affordable Health Care, Affordable Health Care Act, Announcements, applying for medicare, care, care costs, coverage, coverages, disenrollment, elder care, elder care journey, Elder Law, enrollment, Estate Planning, federal, Financial Planning, health, Health Care, health Care act, Health Care Ruling, life-care plan, long term care, Medicaid, Medicaid penalties, medicaid qualification, medical expenses, Medicare, Obamacare, proposed changes, Retirement, senior, seniors, unreimbured medical expenses
How does the debate over health care reform affect you and your estate plan? In our last post we discussed the importance of keeping up with the constant changes happening in health care reform. We will continue to examine how the on-going deliberations in Washington...
