Elder Care & Estate Planning Blog

Serving as Trustee of a Supplemental Needs Trust
Serving as Trustee of a Supplemental Needs Trust
A Trustee is a fiduciary and is subject to the commonly recognized fiduciary duties of diligence, loyalty, obedience and prudence. (more…)
Revocable Living Trust
Revocable Living Trust
A Revocable Living Trust (RLT) is a trust which you create during your lifetime. It is also called an Inter (more…)
Overview: Being a Trustee
Overview: Being a Trustee
A trust is a legal arrangement through which one person (or an institution, such as a bank or law firm), (more…)
When the Death of a Loved One Occurs
When the Death of a Loved One Occurs
When the death of a loved one occurs, legal, financial and emotional issues will arise and people cope with the (more…)
Making Decisions: CPR & DNR Orders
Making Decisions: CPR & DNR Orders
What do CPR and DNR orders mean? CPR – cardiopulmonary resuscitation — refers to the medical procedures used to restart (more…)
What is a Living Will?
What is a Living Will?
A Living Will is a health care advance directive that allows you to give written instructions that explain your wishes (more…)
Responsibilities of Being a Health Care Proxy
Responsibilities of Being a Health Care Proxy
If you are in a position to make medical decisions for someone else, this Memorandum is for you. If you (more…)
What is a Health Care Proxy?
What is a Health Care Proxy?
If you become unable, even temporarily, to make health care decisions, someone else must decide for you. Health care providers (more…)
Ethical Wills
Ethical Wills
An ethical will reflects the “voice of the heart.” Think of it as a love letter to your family. Every (more…)
Selling Your Home: Capital Gains Taxes – part 2
Selling Your Home: Capital Gains Taxes – part 2
Adjusted Basis Adjusted basis is your basis increased or decreased by certain amounts. Increases to basis: These include any additions (more…)