Estate Planning with IRA Trusts

Many folk have large retirement accounts.  According to the Investment Company Institute 2016 Yearbook, in 2015, members of 60% of US households had invested $24 trillion in retirement market assets, including IRA’s, 401k’s, 403b’s, Simple IRAs, and others.  This...

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The CELA Exam: No Harder than it Needs to Be

In order to obtain certification as an Elder Law at­torney from the National Elder Law Foundation,1 a candidate must achieve several goals. One most often discussed is the certifying examination. This six-hour exam has 300 possible points. In prior...

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Silver Alert: What to do when a Senior goes Missing

Caring for and keeping a cognitively impaired person safe challenges every assumption about what a person might or might not do. As Elder Law of East Tennessee’s Care Coordinator I hear frightening stories from some of our clients’ families....

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Six Tips for Health Care Decision Makers

If you’ve perused much on our website, you are aware that there are two distinct Power of Attorney roles: a General Power of Attorney, which gives an agent authority to conduct business for an individual, and a Health Care...

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Making “Home Sweet Home” into “Home Safe Home”

It goes without saying that, if asked, most people prefer to age in place. That means that folks want to stay where they are and don’t want to move. Sometimes the homes we choose when we are healthy and...

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The True Heart of “Elder Law”

As I write this article, I am on an airplane heading to southwest Florida to visit my 86 year old mother, a retired flight attendant for TWA. My mother flew international routes during the 1950s and 60s when air...

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How to Handle Your Inherited IRA

IRAs are becoming a common asset in estate plans, sometimes the largest asset of the estate. They can, however, be a tax trap for the unwary. Inherited IRAs are treated differently depending on the age of the decedent and...

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The Talk

You have been dreading it, but you know when they reach a certain age it is time to have “The Talk”. You know the choices they make (or do not make) now are critical to their future health and...

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The Intersection of Estate Planning and Elder Law

A Dangerous Place for Those Who Don’t Know the Rules It’s called a “Sweetheart Will.”  A man in his eighties leaves everything to his wife—his $100,000 IRA, a $20,000 savings account and the couple’s home.  His wife is suffering from...

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The Elder Law Lawyer

As I have grown to know elder law attorneys from Pennsylvania and across the States, I have found they come in all shapes and sizes with varying interests, specialties and approaches. We all have at least one thing in...

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