| Read Time: 2 minutes | Elder Abuse

Vigilance Can Thwart Elder Abuse In Your Family

Many of the most egregious crimes against seniors are unreported, and many of them are committed by family members. Forbes’s recent article, “5 Ways To Spot And Stop Elder Financial Abuse,” quotes NASAA President and Alabama Securities Commission Director Joseph Borg, who explained that “A guardian is a person or entity appointed by a court to exercise some or all authority over...

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| Read Time: 2 minutes | Elder Abuse

Illinois Cracks Down On Medicaid Issues

The Illinois Department of Human Services has 90 days from when basic Medicaid recipients apply, to determine if they are eligible for long-term Medicaid. If not, they’ll be automatically eligible for the long-term benefits, according to a recent ruling from a federal judge. The Cook County Record’s recent article, “Judge orders IL state agencies to move quicker on applications for long-term Medicaid...

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| Read Time: 2 minutes | Estate Planning

What If You Live Too Long?

While you want to live a long and healthy life, you might not want to live too long. That’s because you’ll need to have saved enough money to take care of yourself until the end of your life. The Washington Post recently reported in its article, “Your long life could be the death of your retirement savings,” that one thing is certain:...

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| Read Time: 2 minutes | Elder Abuse

San Diego Senior At Center Of Elder Abuse Litigation

A petition was recently filed in San Diego probate court, through an attorney, by the family of James Donald Hess. They accused his new wife and former caregiver of “physically and verbally abusing him and asserting undue influence over him.” ABC 10 News San Diego reports in its story, “Family questions elderly father’s marriage to caregiver,” that Don Hess isn’t in the...

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| Read Time: 2 minutes | Elder Abuse

Ohio Prosecutor Says Criminals Preying On Seniors, Beware

The Journal-News reports in the article, “105-year-old woman trying to help grandson gets scammed out of $4,800,” that Butler County Prosecutor Mike Gmoser remarked that “When you steal from the elderly you are looking at a felony, we are going to pay attention to that.” Assistant Prosecutor Gloria Sigman successfully prosecuted three scammers, a couple who scammed a 105-year-old grandmother out of...

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| Read Time: 2 minutes | Medicare

Does Medicare Cover Hearing Aids?

Kiplinger’s recent article, “Medicare Doesn’t Cover Hearing Aids but Retirees Have Options,” reminds us that hearing loss is so gradual, that you don’t really recognize it until your hearing is impaired and it becomes quite bad. There’s still a stigma attached for boomers about wearing hearing aids. As people age, they often don’t recognize hearing decline or seek treatment for it. It...

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| Read Time: 2 minutes | Power of Attorney

Is Your Advance Directive Up-to-Date?

While you may believe you’ve covered your bases by completing an advance directive detailing your preferences for end-of-life care, that may not be enough. You still need to make sure your family fully understands your wishes, updating your directive regularly and making the document easily accessible to those who need it. Kiplinger’s recent article, “Advance Directive: Ensure End-of-Life Wishes Honored,” notes that...

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| Read Time: 2 minutes | Retirement Planning

Talking With Parents About Their Retirement Planning

A 2016 Fidelity study found that 38% of parents say they don’t talk to their adult children about retiring, because the conversation never comes up. Motley Fool says in its recent article, “3 Tips for Talking to Your Parents About Retirement,” that the importance of having retirement talks with your parents can’t be overstated. A Fidelity survey found that 93% of adult...

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| Read Time: 3 minutes | Asset Protection

Estate Planning Is Critical, Especially With The New Tax Law

The new tax law will greatly decreases the number of people who will be subject to the federal estate tax. This does not mean you don’t need an estate plan. In fact, you need to review your plan now. Forbes’ recent article, “7 Reasons To Revisit Your Estate Plan, Trump Tax Law Aside,” says that even if one’s estate is unlikely to...

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| Read Time: 3 minutes | Elder Abuse

Texas Court Of Appeals Examines Effect Of Mediated Family Settlement Agreement On Probate Claims

Judge John M. Bailey of the Court of Appeals of Texas recently wrote the opinion in the Court’s decision in the case of “In the Estate of Mathis,” which involved a dispute arising from mediated family settlement agreement. Michael Mathis appealed a decision from a contested probate proceeding that was resolved by a mediated family settlement agreement and mutual release. The...

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