by Michael Delaney | Dec 7, 2020 | Aging, Elder Law, Estate Planning, Social Security
The Social Security Administration (SSA) publishes upcoming changes to its social security program every October that take effect on January 1st of the following year. These changes can make a difference in how you plan for or live during your retirement years. It is...
by Michael Delaney | Nov 16, 2020 | Aging, Elder Law, Estate Planning
A letter of instruction (LOI) is an important piece of any comprehensive estate plan. A letter of instruction can help your loved ones manage important information about you. A LOI conveys your desires, includes practical information about where to find various items...
by Michael Delaney | Oct 19, 2020 | Elder Law, Estate Planning
You might think that leaving your property to your heirs would be a simple task. You make a will or a trust, you do a transfer-on-death deed for your real estate, you put your kids on your bank account, you designate beneficiaries for your life insurance and...
by Michael Delaney | Oct 5, 2020 | Estate Planning
When your child turns 18 (in most states), it might be difficult to imagine that little child who once needed you for everything has now become an adult. Now your child is free to vote, marry, apply for a credit card, make medical and financial decisions, sign...
by Michael Delaney | Sep 28, 2020 | Elder Law, Estate Planning
An inheritance can frequently be the source of costly mistakes related to Medicaid which should be avoided. When a person is drawing Medicaid benefits and inherits money or property, that inheritance jeopardizes the benefits. The inheritance must be handled carefully...
by Michael Delaney | Aug 31, 2020 | Aging, Elder Law, Estate Planning
You should check your estate planning documents every so often, to make sure they’re still good, especially with big life changes like births, marriages, divorces, and moving to another state. Children grow up, marriages dissolve, property gets sold, residences...
