Saturday, April 29, 2017

Health Care Ageism And Senior Profiling

›
Those of us who regularly work with and for the elderly are painfully aware of pervasive latent ageism that often adversely impacts decis...
Friday, April 28, 2017

Filial Responsibility Laws Complicate Estate and Financial Planning

›
Warning of the challenges created by state filial responsibility laws, Jamie Hopkins, co-director of the New York Life Center for Retirem...
Monday, April 24, 2017

Beware Direct Transfer Designations (TODs and PODs)

›
If you are planning to Age in Place, you should not rely upon direct transfer designations, like POD's (payable on death designations...
Friday, April 21, 2017

Most Procrastinating on Planning; Those That Plan Don't Protect Their Plans

›
A BMO Wealth Management survey finds 52% of adults have no will, 40% of parents have not discussed estate intentions with children, and...
Monday, April 17, 2017

Aging in Place: CMS Reports Success in Reducing Medicare Cost for Long-term Care Residents by Reducing Hospitalizations

›
Infringing on the autonomy of Medicare patients to seek quality care is paying off in massive dollar savings for the federal governme...
Friday, April 14, 2017

National Health Care Decisions Day: Conflicting State Laws Interfere with Patient's Health Care Choices

›
The results of a new study underscore the importance of advanced directives and health care proxies in routine estate and health care plann...
Tuesday, April 11, 2017

Pocket Deeds Are Horrible Planning Instruments

›
I recently discussed with an estate planner the advisability of using a “pocket deed” to fund a revocable trust.  A pocket deed is a deed...