Entries tagged: elder law

Review and Revise Your Revocable Trusts

By: Martin Glass, Esq.

Posted: September 26th, 2017

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I’ve been practicing elder law and estate planning for about 20 years now.  Many of the revocable trusts dating back to that time were created for estate tax reasons.  But with changes in tax laws, those old trust protections can create new problems today. The tax issues that my clients feared in the 1990s were […]

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Should You Loan Your Children Money?

By: Martin Glass, Esq.

Posted: July 28th, 2017

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I’m amazed at how many times clients tell me that they loaned money to one of their children and now they want to somehow add that into their estate plan.  I ask them if it was a loan or a gift.  They of course say that it was a loan, but have absolutely no paperwork […]

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And the Scams Keep Coming

By: Martin Glass, Esq.

Posted: June 26th, 2017

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About a year ago I wrote about scams, mainly those against seniors.  I feel compelled to write again since I’ve found some relatively new phone scams, one of which a senior relative of mine was caught up in. I thought this scam was brand new, but when I talked to some of the seniors that […]

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Focus on Long-Term Care: Activities of Daily Living

By: Martin Glass, Esq.

Posted: May 25th, 2017

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Most people go around and take care of their everyday business without ever realizing how independent they are.  Only when you have trouble doing something do you realize that you used to do it before.  For a younger person, this can come when you injure yourself and may have limited use of an arm or […]

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Secondary Reasons to Protect Your Assets

By: Martin Glass, Esq.

Posted: April 26th, 2017

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In past articles I’ve discussed some key reasons to try to protect your assets – namely, protection from the cost of estate taxes and long-term care.  However, there are other less widespread but nevertheless important events and situations in which you need to try to protect your assets.  These include bankruptcy, litigation, and divorce. Attorneys […]

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Is It Time to Take the Keys?

By: Martin Glass, Esq.

Posted: March 29th, 2017

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We’ve all been behind someone on the road, wondering if the driver can even see over the steering wheel.  But just because someone has gotten older (and shorter) does not necessarily mean that he or she no longer has the ability to drive.  However, at some point, that time may come.  It often comes when […]

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Hospital Patients Are Entitled to Admission Status Information

By: Martin Glass, Esq.

Posted: December 20th, 2016

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Last year, President Obama signed the Notice of Observation Treatment and Implication for Care Eligibility Act (better known as the “NOTICE Act”).  The NOTICE Act became effective on August 6, 2016.  It may not seem like a big deal, but the Act requires hospitals to inform patients whether the patients have been admitted to the […]

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Changing a Beneficiary After Death

By: Martin Glass, Esq.

Posted: October 26th, 2016

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Whether we’re talking about named beneficiaries on a brokerage account or beneficiaries in a Will, there is a way to change them – even after death. Perhaps getting an inheritance now could be a problem for you.  It could be for tax reasons or because you’re about to go through a nasty divorce and don’t […]

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When is Dementia Not Dementia?

By: Martin Glass, Esq.

Posted: September 26th, 2016

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Over the years I have seen many articles on how to spot signs of dementia in the elderly.  I’ve probably even written a few of those articles.  As an attorney with a focus on elder law and estate planning, the topic of dementia comes up often in my practice. These articles discuss the obvious signs, […]

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What to Do When a Loved One Dies

By: Martin Glass, Esq.

Posted: July 25th, 2016

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Of course, it’s always tough when a loved one dies.  It’s already emotionally draining, but if you are immediate next of kin and/or the named Executor, there’s even more stress.  Depending on the complexity of the estate, there could be an enormous amount of work required to handle the person’s estate. A few things should […]

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