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Estate Planning for Single Seniors

Question: I have been living with my partner for the last 25 years. While I want to provide for him in my estate plan, I want to be sure when we are both deceased, my assets pass to ...

Your Health Care Proxy

Question: Do I need a lawyer to sign a health care proxy? Answer: No, you do not need a lawyer to sign a health care proxy. The legal requirements of a health care proxy are that you ...

Health Care Proxy for Young Adults

Question: My daughter started college classes last week and I contacted the health office to try to help her with some forms and I was told that they cannot speak with me. Answer: Once ...

Gross Taxable Estate vs. Probate Estate

Question: What is the difference between my gross taxable estate and my probate estate? Answer: Your “gross taxable estate” consists of the assets which you have an interest in ...

Signing A Health Care Proxy

Question: Do I need a lawyer to sign a health care proxy? Answer: No, you do not need a lawyer to sign a health care proxy. The legal requirements of a health care proxy are that you ...

The Do Not Resuscitate Order

Question: My mother is in a nursing home and she has a “non-hospital DNR.” What is that and how does it differ from a traditional DNR? Answer: The “Do Not Resuscitate” order, ...

IRS Beneficiary Designations

Question: I have recently rolled over my employer sponsored 401(k) plan into an existing IRA. I am not sure if I need to update the beneficiary designation forms on file; can you give ...

Power Of Attorney

Question: A few years ago my mom was diagnosed with dementia and recently she is having trouble paying bills on time. What is the best way for me to make sure the bills are paid? Answer: The ...

Managed Long Term Care Company

Question: My mother has Community Medicaid and she lives in her own home. Now the Managed Long Term Care provider, GuildNet, is leaving this area. What are my options? Will her hours ...

Medicaid Recertification

Question: My mom is currently approved for Community Medicaid. I received a notification that her benefits need to be recertified. Is this something I should go back to my attorney ...
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