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.

Tuesday, April 13, 2010

Noteworthy Changes to Coverdell Accounts Demand Consideration

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Families interested in opening a Coverdell Education Savings Account this year for college savings should consider doing so before April 15....
Wednesday, March 31, 2010

Avoiding Sham Trusts and Trust Scams: Part I - Sham Trusts

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Legitimate trusts are tools used by qualified estate planners and their clients to achieve certain objectives, including, but certainly not ...

Avoiding Sham Trusts and Trust Scams - Part II - Trust Scams

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Although trusts are excellent tools used by legitimate professionals to accomplish a variety of worthwhile objectives, there are a wide var...

Most Do Not Have Advanced Directives

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"Five years after the court fight over allowing Terri Schiavo to die, most Americans still don't draft the legal documents that sp...

Underwriting Ceases on National Flood Insurance

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FOR IMMEDIATE RELEASE FROM THE OHIO DEPARTMENT OF INSURANCE Monday, March 29, 2010 CONSUMER ADVISORY: National Flood Insurance Progr...
Monday, March 29, 2010

National Healthcare Decisions Day is April 16

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National Healthcare Decisions Day is April 16th! On this day, all across the country, health care facilities, health care professionals, cha...

Annuity Tax Remains in Health Care Reform

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By Steven A. Morelli, Senior Editor, InsuranceNewsNet Despite protests from insurance groups, the health care reconciliation act will add...
Wednesday, March 24, 2010

Ohio Increases Annuity Guaranty Coverage

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Ohio Department of Insurance Director Mary Jo Hudson has announced that a recent amendment to Ohio insurance law by the Ohio General Assembl...

Planners' Corner- Health Care Reform and LTCI

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The health bill package includes provisions that could impact long term care insurance sales.  President Obama signed into law the giant P...
Tuesday, March 23, 2010

Beware Fake Health Care Plans In Wake of Reform

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In the wake of sweeping health care reform, consumers will need to be wary of con artists promoting fraudulent plans and benefits.  State r...
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