In his State of the Union address, President Obama will, according to a report in the New York Times, propose what his advisors are calling the “trust-fund loophole”, in order to help finance tax cuts for the middle class. Very interesting. My practice does not involve “trust fund babies” but rather the same middle-class people the […]
Stealth Capital Gains
Many elderly (as well as non-elderly) clients have brokerage accounts which include mutual funds. Many of my clients who have these funds (like perhaps the most of the rest of us) may do nothing more than open the monthly statement from the brokerage firm and glance at the results. Though there are exceptions, most clients […]
Driving & Alzheimer’s Disease
Winter driving can be daunting enough without added challenges related to older age or disease. What should you do if you think it’s dangerous for a loved one to keep driving — regardless of the road conditions? The Rhode Island Department of Human Services, Division of Elderly Affairs has issued a pamphlet entitled Safe Driving: […]
I love this job!
A recent issue of the New Yorker magazine contained an extended piece about the “Piano Man”, Billy Joel. In the article, the author described Billy Joel’s monthly sojourns from his estate on Long Island to sold-out shows at Madison Square Garden. After performing for 20,000 enthusiastic fans in New York City, while in the private […]
Supporting Someone with Alzheimer’s? There are Apps for That
An article on page 3 of the Fall/Winter 2014 Rhode Island Alzheimer’s Association newsletter caught our attention. It lists dozens of iPad or iPhone apps that can be useful for people living with or supporting someone with Alzheimer’s disease. Originally published on the Alzheimer’s Association Northern California and Northern Nevada Blog, the list is broken […]
Announcing the Long Term Care Planning Blog
Counseling clients facing the prospect of $10,000 per month nursing home costs and other costs of long term care is perhaps the most challenging aspect of the practice of Elder Law. For in addition to knowing substantive law in areas ranging from public benefits to tax planning, the Elder Law practitioner must be aware of […]
Hospice Care, Funeral Planning, and Learning from Others
I was privileged to participate recently in a program entitled Planning for the Future: Stewardship, Finances, and End-of-Life Decisions sponsored by St. David’s on-the-Hill in Cranston. The program, moderated by St. David’s pastor, Father Peter Lane, was a full afternoon of programming, the final session of which I co-presented with Donna Palumbo and Mary Biello […]
Legal and Financial Considerations of Alzheimer’s Disease – Presentation Slides from the Getting Started Education Series
It’s my privilege to be a regular presenter for the Alzheimer’s Association’s Getting Started education series, a set of free workshops held regularly throughout Rhode Island. Over the years I’ve presented Part 3, “Legal and Financial Considerations of Alzheimer’s Disease“, several times, and I thought readers might find my slides useful. The presentation slides are […]
ALS Research Symposium – Presentation on Estate Planning & Public Benefits for Individuals with ALS
Last Sunday, October 19th I was pleased to present at the ALS Research Symposium of the ALS Association, Rhode Island Chapter. The topic of this presentation was Estate Planning & Public Benefits for Individuals with ALS. As promised on that day, I am now sharing my presentation slides (embedded below). If you have more specific questions on […]