Aging-in-Place Planning and Elderlaw

The blog reports information of interest to seniors, their families, and caregivers. Recurrent themes are asset and decision-making protection, and aging-in-place planning.

Saturday, February 13, 2010

CitiMortgage Program to Aid Borrowers Avoid Foreclosure Costs

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According to an article written by Les Christie , and published on CNNMoney.com , CitiMortgage, one of the nation's largest mortgage ser...
Thursday, February 11, 2010

Doctors Avoid End-of-life Counseling with Patients

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According to researchers publishing a report in the journal Cancer , most doctors don't talk about end-of-life issues with their cancer ...
Sunday, February 7, 2010

Alzheimer's: Type 3 Diabetes?

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I don't usually include information regarding health care, but some of you might remember that the first incarnation of my website had a...
Wednesday, February 3, 2010

Beware Direct Transfer Designations (TOD's/POD's)

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Direct transfer designations, like POD's (payable on death designations) and TOD's (transfer on death designations), and simple bene...
Monday, February 1, 2010

New AOA Website Offers Legal Help

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The Administration on Aging, in partnership with five national non-profit organizations, launched a new web site intended to empower legal a...

Yes, You Can Follow Michael Jackson's Estate!

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If you are interested, you can follow developments in the Estate of Michael Jackson.  It only takes a few minutes of searching to locate the...
Saturday, January 30, 2010

Things to Remember at Tax Time

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Tax time is rapidly approaching.  You want to file all the proper forms and take all deductions you're entitled to. Following are some ...
Thursday, January 28, 2010

Carryover Basis Complicates Planning / Settlement

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I have been asked a lot of questions about the new carryover basis rules and what this means for someone who inherits property in 2010. Simp...
Wednesday, January 27, 2010

No Estate Tax in 2010 - Good and Bad News

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There is currently no tax on the estates of those dying during 2010.   Although it is possible that Congress could reinstate the tax retroac...
Tuesday, January 26, 2010

Strange Suit Against Michael Jackson's Estate

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After reading that a taxpayer had sued the Michael Jackson estate to recover money spent for his memorial, I suspected that there would be o...
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Monty L. Donohew
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