Beneficiary Designations and Your Estate Plan

Determining a Beneficiary Designation and Your Estate Plan When you open an account at the bank or with an investment firm, you may be asked to name beneficiaries who will receive those funds after you pass away. You may also name another person as a co-owner to help manage the account, especially if you anticipate […]

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Advocacy Tips:  Moving a Loved One into a Long-term Care Facility

Helping your parent, grandparent, spouse, or other loved one move into long-term care at an assisted living or nursing home can be stressful. Not only are emotions heightened due to the unwanted change, but you may receive confusing and even conflicting information from different sources. You may feel like you are drowning in a river […]

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Paying In-home Caregivers: What You Need to Know About the Fair Labor Standards Act

Your mom, dad, or spouse are living at home, but their health is starting to decline.  They need some help with daily activities like cooking, dressing, or bathing or to prevent them from wandering.  You want to keep them in the comfort of their own home as long as possible, so you start looking for […]

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Plan Ahead to Ensure Your Wishes are Carried Out

The importance of proactively making end-of-life preparations cannot be emphasized enough. Proper planning in the form of wills, powers of attorney, advance directives, and in some circumstances trusts can save the whole family money and stress when those documents are needed. Without them, medical and financial situations may turn into crisis or may not be […]

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What is Long-term Care?

Long-term care is a term that describes a wide range of care needs and ways of providing that care. It includes services that meet medical and non-medical requirements for people who cannot fully care for themselves for long durations of time. Long-term care is typically very individualized and may be provided formally by a professional, […]

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“I’ve Never Done This Before!” – How to Plan for Age-related Unknowns

During a recent intake call with our firm, one of our prospective clients – a successful, intelligent, well-organized middle-aged woman – sounded as though she had reached the end of her rope.  She found herself in a caregiving role for her mother, and despite all her accumulated life experiences and wisdom, she had no idea […]

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Key Elements of Your Estate Plan

Lots of people call our office asking for a “simple will” or saying that they “just” need a power of attorney. They may have specific circumstances in mind, like an upcoming surgery or a need to help their aging parent manage money. Of course we always want to meet that immediate need, but our conversation […]

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Essential Planning After Dementia Symptoms Develop

When a spouse or parent begins showing signs of dementia – such as forgetfulness, uncharacteristic behavior, irrational thinking, or confusion – meeting that person’s care needs and keeping them safe is usually the first concern.  Family members may pitch in as caregivers so the person isn’t left alone and unsafe.  They may schedule medical evaluations […]

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Your Estate Plan: Don’t Be Penny Wise, Pound Foolish

The world of elder law is brimming with alternatives to the traditional attorney-client relationship.  You’ve probably heard ads for services like Legal Zoom, offering simple, “D-I-Y” documents online for a low cost.  Someone may have pointed you toward a website where you can print out a free Power of Attorney form.  Just sign in front […]

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Tennessee Conservatorship

When faced with providing care for individuals who suffer from mental illness, dementia, or physical or developmental disabilities, some families and friends find that their loved ones are not capable of making good decisions for themselves. The loved one may be unable to manage his or her own life, yet he or she may refuse […]

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