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Elder Law

Monday, April 9, 2018

The Senior Safe Act Makes its Way through the House


Working to protect seniors from losing their retirement savings

The H.R. 2255 legislation, now passed, will reform regulation of credit unions, community banks, and small regional banks. The Senior Safe Act is part of this large bill. It is designed to improve the abilities of companies to work with regulators to protect the elderly, as recently reported in Think Advisor’s article, “House Passes Senior Safe Act.
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Tuesday, March 20, 2018

Why You Should Consider Long-Term Care Insurance!

Long-term care insurance is costly, but health care costs for seniors who need long-term care could easily undo decades of retirement planning without it. Here’s what you need to know about the costs and benefits of long-term care insurance

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Monday, October 16, 2017

Planning for Loved Ones with Dementia or Alzheimer’s

The Alzheimer’s Association says that “of the estimated 5.5 million Americans living with Alzheimer's or dementia in 2017, an estimated 5.3 million are age 65 and older.


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Monday, August 10, 2015

Will or Won't? Things a Will Won't (or Can't) Do

A “Last Will and Testament” – aka “Will” – is a legal document that communicates your last wishes in regards to how you would like your possessions (assets, personal items, real estate) passed down to those persons/organizations you have chosen as your beneficiaries.

Wills offer many benefits and are an important part of any estate plan, regardless of how much your estate is worth. With so many estate planning software options available, many people question whether they really need to consult with an experienced estate planning attorney in order to draft a Will. Despite the simple definition above, there is much more to drafting a Will than meets the eye.


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Wednesday, July 15, 2015

Preparing to Meet with an Estate Planning Attorney

Creating an estate plan is an affirming process which allows you to control how your assets are managed at all stages of your life. It also enables you to express your wishes in writing; memorializing them during your life and after you are gone.

Prior to your initial consultation with an experienced estate planning attorney, it’s important to do some prep work to ensure the attorney has a complete grasp of your individual situation. A thorough estate plan takes into account a significant amount of information about your assets, family, property, and wishes. 


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Wednesday, July 1, 2015

What is Estate Recovery?

People are living longer than in generations past, so planning for an extended retirement has become a concern for many people. As part of an estate planning discussion with their attorney, many clients also ask: “What happens to my estate if I need assistance with long-term care?”



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Friday, May 15, 2015

Client Care Commitment Program (CCCP)

For over 20 years, the law firm of Case Estate & Elder Law, P.C. has taken pride in creating customized estate plans to meet each client’s individual needs. Over the years, we have noticed that people often enter our office with the misconception that, once they create a Will or Trust-centered estate plan, then they are “all set” until they die. The truth is that even with the most carefully crafted documents, it is impossible to foresee every change that may happen in our clients’ lives. Changes in assets, health, relationships, and even laws, can all greatly effect whether clients’ estate plans continue to meet their ultimate goals and objectives.


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Friday, May 1, 2015

Congratulations, you’ve remarried! Let’s talk estate planning!

Getting remarried is an exciting, but sometimes stressful, event. In today’s society, with blended families on the rise, the joy of a new marriage may also be accompanied by concerns about how to provide fairly for all members of the new family. Proper estate planning can help blended families address any issues that may arise.

 


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Wednesday, April 15, 2015

Man vs Machine: Considering Online Estate Planning?

The world is at your fingertips. Today we do everything online – shopping, researching, meeting people, sharing photos, sending emails, handling our banking, and even submitting our taxes. Having such regular access to information has allowed us to become a world of DIYers (do-it-yourselfers), and sometimes to even save money handling matters ourselves which, in the past, we may have hired someone for. However, even with the plethora of information online, preparing your own estate planning documents using services and software is NOT the low-cost solution it may appear to be. Let’s look at some of the major issues involved:

 


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Wednesday, April 1, 2015

General Ways to Hold Title to Property in Massachusetts

Estate planning is more than simply drafting documents. A good estate planning attorney will discuss the funding of your estate plan. Funding is the process by which the ownership and/or beneficiaries of assets are looked at, and possibly updated, to ensure they meet your estate planning objectives.

Your home is an important asset. Depending on the goals of your estate plan, your attorney may recommend that you hold title to the property in a specific way. Below are some general ways to hold title to property in Massachusetts:


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Tuesday, March 17, 2015

Caring for Your Parents While Caring for Your Children

Caring for parents at the same time as you care for your children, your spouse, and your job can be challenging! However, with some planning you can turn a potentially exhausting time into a REWARDING EXPERIENCE for you and your family. 

The following list contains some helpful tips for multi-generation caregivers.


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Case Estate & Elder Law, PC assists clients in Barnstable County, Dukes County, Nantucket County, and Plymouth County MA; areas include but are not limited to Cape Cod, Martha's Vineyard, Nantucket, and Plymouth.



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