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Modern Estate Planning Blog

Elder Law & Special Needs Planning

15
Nov
15
Nov

Important Information That May Affect Your Estate Plan

The House Ways and Means Committee submitted their proposal to congress on September 13, 2021 that could bring incredible changes to our estate planning clients. As things continue to change, we’ve been keeping an eye on this topic and wanted to share some helpful information and resources for you so you can make a well-informed decision about how to protect your estate plan. The latest proposal on October 28, 2021 removed many of the changes related to estates and trusts.

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08
Jun
08
Jun

Tales From The Front: Part Two - Don't Be a Hero - Hiring the Right Professionals

In Part One, I described the crises that lead to both my parents needing care at the same time. Here is Tales From The Front: Part Two - Don't Be a Hero - Hiring the Right Professionals.

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19
May
19
May

Tales From The Front: Part One - The Crisis

As many of you know, this is the second time in my life and career that first-hand elder law experience has touched me and my family. Ten years ago, my father-in-law developed Alzheimer’s dementia and my husband took the helm. I recently was able to experience the drama of elder law from the other side of the table with my parents. I am creating this blog series to share my experiences with the hope that you will avoid some of these mistakes.

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19
Apr
19
Apr

Taxes, Taxes, Taxes

What do you think of when you hear the word, “tax?” You may think of income taxes or maybe death taxes (estate taxes). The truth is, all of these taxes, along with other ones, too, can affect you and your estate plan. Here’s a brief overview of the different types of taxes

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08
Mar
08
Mar

Everything You Need to Know About Advance Healthcare Directives

An Advance Healthcare Directive (AHCD) is an important legal document that will allow you to make choices for your future wellbeing, health care, and end-of-life care; as well as appoint a trusted person as your agent. Your chosen agent has the legal authority to make decisions for you and communicate with healthcare professionals if you are unable to. Without this very important legal document in place, no one, not even your spouse, has the legal authority to make decisions for you.

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12
Jan
12
Jan

How to Fund Your Trust for the Future

If you have created a trust, you have already achieved a huge accomplishment in getting your ducks in a row and ensuring peace of mind for you and your loved ones. However, the creation of your trust is really only the first step in securing your finances for the future.

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23
Nov
23
Nov

Organizing Documents For The New Year

If you feel like you are constantly buried beneath stacks of paper, it may be time to make a change and get organized. The more paper you have stacked on your desk, or hidden away in drawers, the harder it will be to find important documents when needed. Take some time to dig through your overflowing paperwork and throw out any outdated, unneeded documents, especially if they are only gathering dust. 

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15
Oct
15
Oct

The 4 Stages Of Lifetime Planning For A Special Needs Child

It is normal for any parent of a special needs child to want to plan out their future and give them the best life possible. Figuring out what they will need throughout their lifetime (and making sure they get that) is crucial. Children with special needs require more care and attention as their livelihood takes a bit more planning.

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12
Aug
12
Aug

The College Student Parent Survival Guide

As soon as your child has their 18th birthday, they are legally seen as an adult in the state of California. This change in legal status results in a large shift as to what you can and cannot do as a parent.

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23
Jun
23
Jun

Elder Abuse Awareness & Prevention in Long-Term Care Facilities

Unfortunately, elder abuse is a common occurrence in everyday life, but the threat has increased substantially during the pandemic and could become more frequent due to the lack of visitation opportunities and the stress levels of current situations.

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21
Apr
21
Apr

The Autism Community and the COVID-19 Pandemic

April is National Autism Awareness Month which encourages and promotes acceptance and support for the Autism community throughout the nation. 

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27
Mar
27
Mar

When Should You Update Your Estate Plan?

When should you check if you need to update your estate? If you already have an estate plan in place, it’s a good idea to update it every three to five years. 

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02
Mar
02
Mar

7 Rules for Successfully Advocating for Your "New" Adult Special Needs Child

If you are a parent whose child has special needs, your job as a parent gets more complicated the day they turn 18. On that day they magically become an adult in the eyes of the law.

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06
Feb
06
Feb

3 Things You Need to Know About Medicare and In-Home Care

While it has benefited millions of people, using Medicare can be overwhelming. For many, it may even be difficult to figure out if you qualify for Medicare in-home care and know what is and isn’t covered. 

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10
Jan
10
Jan

Common Misconceptions of Powers of Attorney

There are many misconceptions about what the legal document called a power of attorney does and what it involves. It’s important for you and your loved ones to know what these misconceptions are so you can be prepared for the process of getting a power of attorney as well as how to use it. 

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07
Jan
07
Jan

What is Elder Law & How To Plan for Care in California

To prevent financial pressure due to unexpected long-term care and medical costs, you need to create a plan of action to help you and your family in the future.

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24
Nov
24
Nov

What Is CalABLE And How Can It Help?

CalABLE is a tax-advantaged account where any earnings on funds in the account are tax-free. Distributions are also tax-free, as long as they are used towards disability expenses.

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22
Oct
22
Oct

National Special Needs Law Month and Long-Term Disability Planning

Celebrated every October, National Special Needs Law Month is that time of year when families, caregivers, attorneys and estate planners across the country are encouraged to explore the long-term needs of those who require specialized, ongoing care.

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01
Aug
01
Aug

3 Things Parents Should Know Before Filling Out The School Emergency Card

In this article I want to dispel the common myth regarding the school emergency cards we all fill out at the beginning of each school year.

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01
Jul
01
Jul

Did You Know Eligible Veterans Qualify for Help Paying for Long-Term Care?

There’s an extremely important, but poorly publicized, VA program we wanted to share with you today.

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Free Resources

CLIENT Story

I totally see the difference between your service and your typical legal estate planning service. The experience you mentioned where you get this big document you don’t understand and a trust that never gets funded was EXACTLY our first experience. It cost a small fortune too. Really - it is the difference between providing a legal document and providing an estate planning service.
Susan

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