Avoiding probate is a goal frequently stated by our estate planning clients. When “probate” is mentioned, it conjures images of conflict, time-consuming legal battles, exorbitant fees, and endless headaches. Clients may also...more
As our loved ones age, it is crucial to ensure their safety and well-being, especially in the face of potential threats like elder fraud. Protecting older family members from financial exploitation requires proactive measures...more
By now, most of us have seen the media coverage and are well aware of Britney Spears’ controversial conservatorship case. Spears became “the international face of a movement,” which, according to the Wolters Kluwer article...more
When my kids started to feel isolated and bored spending so much time at home due to the pandemic, we volunteered to be foster parents for a sweet four-week old kitty, Marigold. She was a fuzzball so tiny that I could hold...more
My daughter turns 17 this week. As you might imagine, college is a frequent topic of conversation at our house. Where should she go to college? Will she be accepted at her top choices? What should she study? And most...more
The Hamilton County Health Department announced it has received more shipments of the COVID-19 vaccine. As a result, persons living or working in Hamilton County with Phase 1a1 or Phase 1a2 status can now receive the vaccine....more
2020, a year full of uncertainty, is coming to a close. Our estate planning and tax team is here to help remove some of the uncertainty and speculation prevalent in today’s environment. Many people believe the holiday season...more
On April 9, 2020, Gov. Bill Lee issued Executive Order 26, which temporarily suspends the requirement for “in person” witnessing and notarization of certain documents including Wills, Trusts, Powers of Attorney, and Deeds,...more
Like many, I have retreated to my home and isolated myself with my immediate family in keeping with social distancing recommendations to slow the spread of COVID-19. I’ve found that there are a number of positive consequences...more
Your mom is 84 years old and lives by herself. You and your siblings all live more than an hour away. Mom is relatively independent, but the last time you visited, you noticed she is having a little trouble remembering things...more
You have the right to control your medical treatment, but what happens if you are unable to make decisions for yourself because of injury or illness? Fortunately, you also have the right to plan and give instructions about...more
Saving money for a loved one with a disability can be challenging because of the $2,000 resource limit for eligibility for means-tested governmental benefits like Supplemental Security Income (SSI) and Medicaid. In the past,...more
Once a child reaches age 18, it is presumed that she has the ability to make decisions on her own, regardless of her abilities. At this point, many parents of children with special needs who cannot live independently go to...more
More state Medicaid agencies are shifting to or considering managed care models to provide long-term care services, sparking a growing backlash from disability and elder rights advocates....more
Supplemental Security Income (SSI) is a federal program that helps people with disabilities and very low incomes pay for food, clothing and shelter. ...more
Do you become frustrated and overwhelmed when managing medical bills and filing health insurance claims? Managing and filing insurance claims can be a complex, frustrating, stressful, confusing and time-consuming process,...more