Entries tagged: elder law

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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Recognizing and Avoiding Elder Scams and Abuse

By: Martin Glass, Esq.

Posted: June 22nd, 2016

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A scam is defined as a fraudulent scheme, especially for making a quick profit, and (if severe enough) can be considered financial abuse by the Suffolk County District Attorney’s Office.  Unfortunately, our seniors are the most vulnerable to this type of abuse. There are many types of scams out there, but almost all of them […]

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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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