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Advance Medical Directives – Your Plan for You.

Advance Medical Directives – Your Plan for You.

October 9, 2017

If there is one document in estate planning that generates numerous questions it is the advance medical directive. In an effort to make this document less confusing and a bit less intimidating I have set forth some of the most common questions I have encountered related to this topic. What is an advance medical directive?…

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How Does Divorce Effect Social Security Retirement Benefits?

How Does Divorce Effect Social Security Retirement Benefits?

August 14, 2017

Am I Eligible to Receive My Ex-Spouse’s Social Security Benefits? Divorce is a new experience for most couples—unless you’ve been married and divorced before, you probably have a lot of questions, and many of them have to do with finances.  Typically, those financial issues center around alimony and child support (if you have minor children). …

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Helping Our Loved Ones: Gathering Important Information

Helping Our Loved Ones: Gathering Important Information

May 2, 2017

Oftentimes, family members feel they are ill-equipped to assist an aging relative in the time of need. One reason for feeling ill-equipped is because the family member lacks sufficient information and knowledge about the relative’s personal and financial affairs. Having access to such information will provide the family member with the means to help resolve…

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Healthcare Update: The Future of the Affordable Care Act

Healthcare Update: The Future of the Affordable Care Act

March 24, 2017

In early March, legislation to repeal and replace the Affordable Care Act was approved and will be sent to the House for a vote. Its supporters hope the House vote will occur before the Spring break starting on April 7th. The Congressional Budget Office (CBO) has provided an analysis of the legislation and has estimated…

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November is National Alzheimer’s Disease Awareness and Caregivers Month

November is National Alzheimer’s Disease Awareness and Caregivers Month

November 4, 2016

Alzheimer’s is a complex neurological disease that is the most common form of dementia. President Ronald Reagan first designated November as National Alzheimer’s Disease Awareness Month in 1983. At that time, fewer than 2 million Americans had Alzheimer’s; today, the number of people with the disease has soared to nearly 5.4 million and more than…

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Four Steps to a Perfect Estate Plan.

Four Steps to a Perfect Estate Plan.

September 6, 2016

By Annemarie Schreiber, Esq. – Certified Elder Law Attorney (CELA) Recently Business Weekly published an article about how most people think that they have finished working on their estate plan once they have signed their estate documents. Yet, as the article points out, there are four additional steps to the perfect estate plan.  Upon signing…

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5 Common Misconceptions About a Power of Attorney

5 Common Misconceptions About a Power of Attorney

April 15, 2016

Misconception: A Durable Power of Attorney Survives Death All powers of attorney terminate on death. So it follows that once a person has passed away the authority granted to the agent under the power of attorney terminates. The difference between a regular power of attorney and a durable power of attorney revolves around incapacity. Regular…

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IRS Announces 2015 Estate and Gift Tax Limits

December 15, 2014

The Internal Revenue Service recently announced the 2015 estate and gift tax limits. The federal estate tax exemption rises to $5.43 million per person, and the annual gift exclusion amount stays at $14,000. With the holiday season approaching, (and if one is fortunate enough to be extraordinarily giving in the form of large sums of…

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Do You Need a Certified Elder Law Attorney?

Do You Need a Certified Elder Law Attorney?

October 28, 2014

“When you look for an attorney to help you with a special needs or elder law issue, you should look first at Certified Elder Law Attorneys near you. Why? Because they have demonstrated that they understand your legal problems, and they can help you.  The Certified Elder Law Attorney (CELA) certification has frequently been referred…

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