Entries tagged: elder law

I Need an Estate Plan – Part Four

By: Martin Glass, Esq.

Posted: May 23rd, 2016

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The first three parts of this series have been about the various advanced directives, i.e. Power of Attorney, Health Care Proxy, and Living Will.  These are all very important documents but they also become null and void upon your death. That’s where your Last Will and Testament (the “Will”) comes in.  If you don’t write […]

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Talking to Someone with Dementia

By: Martin Glass, Esq.

Posted: April 22nd, 2016

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This month I’m going to take a break from the series I’ve been doing to talk about talking.  Sometimes it’s hard enough to talk to someone without them misunderstanding what we’re saying. If you’re trying to talk to someone with dementia, it’s twice as hard (if not more).  But there are certain things that you […]

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I Need an Estate Plan – Part Three

By: Martin Glass, Esq.

Posted: March 21st, 2016

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“Hi, I need to get a Power of Attorney for my dad.”  You would be surprised how many times I get that call.  A daughter or son calls and wants me to prepare a “simple” power of attorney for their parent.  But before anything else, I try to find out why the parent isn’t calling. […]

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I Need an Estate Plan – Part Two

By: Martin Glass, Esq.

Posted: February 19th, 2016

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Last month I discussed the ins and outs of a Health Care Proxy.  This month I’d like to discuss its sister document, a Living Will.  This is not to be confused with a Last Will and Testament (commonly known as “the Will”). The Will does not become effective until after you die, whereas the Living […]

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I Need An Estate Plan – Part One

By: Martin Glass, Esq.

Posted: January 22nd, 2016

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Well, it’s a new year and everyone has made their New Year resolutions.  Hopefully one of those resolutions is to do an estate plan.  Unfortunately, historically the percentage of resolutions that are actually carried out is fairly low.  This is a resolution that I hope everyone keeps. Just so I’m clear, I’m talking about a […]

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Fiduciaries You May Not Want

By: Martin Glass, Esq.

Posted: October 20th, 2015

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In past articles I’ve spoken about how to appoint the proper fiduciaries (executors, trustees, guardians, etc.).  But what about those people that you don’t want? Most of my clients don’t realize that you can “dis-appoint” someone in your documents.  You actually have the ability to add almost any language you want in your documents, whether […]

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Joint Accounts May Be a Poor Estate Plan

By: Martin Glass, Esq.

Posted: June 22nd, 2015

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Many of my senior clients see joint ownership of all their assets (such as investment accounts, bank accounts and real estate) as a cheap and easy way to avoid probate since joint property passes automatically to the joint owner at death.  They feel that joint ownership can also be an easy way to plan for […]

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Estate Planning for People with Vacation Homes

By: Martin Glass, Esq.

Posted: May 20th, 2015

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Now that spring is finally here, people start to make plans to spend time in their vacation home.  Then they start to think, what happens to this home if I die?  The first thing you need to do is check whose name is on the title.  Is it just in your name, or is it […]

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Grandchild’s College Expenses

By: Martin Glass, Esq.

Posted: April 20th, 2015

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Now that my kids are out of college, it’s time to start thinking about trying to help out my (future) grandchildren’s education.  Who knows how expensive that’s going to be in twenty-plus years?  It’s actually fairly common that grandparents want to help with college expenses for their grandchildren.  And most grandparents want to do so […]

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Communicating with Parents Is Not Easy

By: Martin Glass, Esq.

Posted: March 18th, 2015

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Our parents have survived a lot.  In addition to raising us, they’ve gone through great depressions, great recessions, and numerous wars.   Now, as they enter their golden years, many of us are being confronted with an uncomfortable role reversal as Mom and Dad become the ones who need care. Just as kids are eager to […]

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