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Chances are you’re familiar with estate planning, if nothing else than in name. Perhaps you’re also familiar with the fact that estate planning can help you protect your assets, document your wishes, and secure your family’s legacy for years to come – even after you...
Did you know that over 40% of people over age 65 in the United States will spend some time in a nursing home and/or need care at home? In many cases the action steps those approaching retirement try to take to minimize their risks can actually backfire. Many people...
Most people put off creating an end-of-life plan because it's uncomfortable to think about your own morbidity. But it can be even more uncomfortable for your heirs to be struggling to make these decisions on your behalf, or worse, going through court arguing with...
There is some elder law advice that has gone viral in the elder law community. Two people forwarded it to me, my favorite reverse mortgage go to person: Stephen Pepe; and a go to Real Estate Guru, Peter T. Clark. Here’s what to think about in a worst-case scenario. If...
My sister always says, “Don’t trust anyone!” What you can trust is that someone will try to take advantage of you in every context, or pray upon your need and a lack of knowledge. Just today a client called from a bank to say that she “Needs a federal tax ID number,...
JUST BECAUSE “EVERYONE” SAYS THAT MEDICARE PAYMENTS FOR REHABILITATION STOP WHEN THE PATIENT’S CONDITION “PLATEAUS” DOESN’T MAKE THAT TRUE. Many of our clients begin post-hospitalization therapies in nursing homes or rehabilitation centers thankful that Medicare will...
Daley & Nadeau, SJC 170125 The public doesn’t realize that only a small percentage of attorneys regularly appear in court. Still fewer ever appear before their state supreme courts. For a good part of my career I did appear quite regularly in courts, but only...
