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The Inheritance Scam

Imagine you receive a letter in the mail or a phone call informing you that you have received a valuable inheritance from someone who recently passed away and who was a distant relation of yours. In popular culture, it is known as the long-lost uncle. When it happens in real life, someone administering the estate…

Cryptocurrency Estate Planning

Most of the discussion about cryptocurrency in the news is about how volatile and risky it can be as an investment. However, another important issue is that the very nature of these currencies creates important issues in estate planning. Why? Proof of ownership is nothing more than possession of a digital key. Anyone who has…

Trusts- It’s About More Than Money

Estate planning should be very individualized. Some of our clients with substantial assets do not need a trust and others with quite modest estates do.  The need for a trust and the type needed depends more on your goals and your beneficiaries than your wealth, as Kiplinger discusses in “What Type of Trust Solution is…

Disadvantages of Medicare Advantage Plans

Not all nursing homes are equal. Some have much higher rates of re-hospitalization than others or just do a generally better job at providing good outcomes for residents. Recently, some researchers looked at the quality of care that traditional Medicare enrollees receive versus Medicare Advantage enrollees as ElderLawAnswers discusses in “Are Medicare Advantage Plans Steering…

Digital Asset Availability Limitations

Even just a few years ago, it was almost impossible to gain access to the digital accounts of the deceased. Even when ordered to allow access by judges, tech companies would point to their terms of service and deny that access. This created many problems for families and estate administrators who needed access to those…

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