Estate Planning Tools to Transfer Assets After Death

Ben A. Neiburger, JD, CPABen A. Neiburger, JD, CPA
Neiburger Law, Ltd.
Elmhurst, Illinois
630-782-1766

Member of the national ElderCare Matters Alliance, Illinois chapter

Estate planning helps ensure your assets go to your desired beneficiaries after you pass away.  This article describes the tools, such as gifts, wills, beneficiary designations, trusts, and strategies that elder law attorneys use to create an estate plan. (more…)


Understanding Elder Law

Sanford J. Mall, JD, CELA

By Sanford J. Mall, JD, CELA
Mall Malisow & Cooney, P.C.
Farmington Hills, Michigan
248-538-1800

Member of the national ElderCare Matters Alliance, Michigan chapter

Elder law is a specialized area of law that focuses on assisting older individuals and those with disabilities preserve their dignity, protect their assets, and make good decisions despite increasingly complicated laws.  This specialty encompasses such areas as planning and paying for long-term care, asset preservation, housing options, disability planning, estate planning (including the use of financial and health care durable powers of attorney), and when necessary, the involvement of the probate court.

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Value of estate planning is lost to half the population

John StewartBy John Stewart
Director of Estate and Asset Services
American Cancer Society
1-877-227-1598

Member of the national ElderCare Matters Alliance, Georgia chapter

An estate plan aims to preserve the maximum wealth possible for the intended beneficiaries, while providing financial flexibility for the plan’s owners throughout their lives. 

Most Americans can benefit from estate plans, but more than half don’t have one in place.

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Medical Issues and Terminology in Long Term Care

Shay Jacobson, RN, MAShay Jacobson, RN, MA
Life Care Innovations
Oakbrook Terrace, Illinois
630-953-2154

Member of the national ElderCare Matters Alliance, Illinois chapter

Long term care has evolved into a “catch all” phrase that is confusing to the lay as well as the professional community.  The boundaries among primary, acute, and long term care have blurred.  Instead of concentrating on acute care in hospitals, our health care system’s focus has switched to managing chronic conditions in a variety of settings from home to rehabilitation hospitals.  The long term care goal switches from curing illness to helping individuals function as well as possible while maintaining dignity and independence.  Individuals that require long term care have a compromised ability to live on their own due to their condition.  Long term care encompasses help with activities of daily living (ADLs), such as bathing, dressing, eating, and toileting. (more…)


Long-term care insurance is not only for nursing homes

Philip C. Benedict, CFP

By Philip C. Benedict, CFP
Benedict Financial Advisors
Atlanta, Georgia
770-671-8228

Member of the national ElderCare Matters Alliance, Georgia chapter

Over the years, I have brought up the topic of long-term care insurance with my clients and friends.   Some got coverage, but many did nothing.  So, I asked a few of the “do nothings” why they took no action.

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Take a critical look at financial instruments

Jeff Bernier, CFP, ChFC, CFS

 By Jeff Bernier, CFP, ChFC, CFS
TandemGrowth Financial Advisors, LLC
Roswell, Georgia
770-641-6360

Member of the national ElderCare Matters Alliance,
Georgia chapter

In the face of volatile investment markets, rising medical costs, increased taxes, and uncertain social security benefits, many retirees are looking for solutions.

This article is designed to assist retirees in planning for retirement while taking a critical look at the financial services industry’s packaged solutions. (more…)


Generational conversation: Create a late-life plan

Caroline Dott, Ph.D.

By Caroline Dott, Ph.D.
Ageless, Inc.
Roswell, Georgia
770-649-1724
 
 
How is it that Americans, who enjoy a relatively high standard of living, do not think about creating an equally high standard for their last stage of life?  Does it make sense that when we reach the peak of life experience, knowledge and competency, we stop planning how we will enjoy our lives to the fullest?
 
Without a plan, we deny the realities of our last stage of life. (more…)


Distance caregiving is new baby boomer challenge

Mandy Merkel, MMSc, CCC-SLP

By Mandy Merkel, MMSc, CCC-SLP
Senior Resource Consulting
Atlanta, Georgia
404-786-7789

Member of the national ElderCare Matters Alliance,
Georgia chapter

After my parents retired to Florida, we thought things would be fine; if something happened to them, we could hop on a plane and take care of things.

Unfortunately, it was not that simple.  Dad broke his hip and needed short term rehab – unbeknownst to us, he had been taking care of Mom as her dementia advanced.

Like many parents, he had kept us in the dark about how much she depended on him and like many children, we chose not to see the realities of her decline.

Now we were in a crisis: (more…)


Diagnosing and Managing Depression in the Elderly

Gary Figiel, MD

By Gary Figiel, MD
Southeastern Geriatric Healthcare Group
Atlanta, Georgia
404-497-1830

Member of the national ElderCare Matters Alliance,
Georgia chapter

Depression is a serious life threatening illness, which without question increases the risk of mortality in elderly patients and is linked with increased mortality of residents in nursing and assisted living homes, along with other long-term care facilities.
(more…)


CCRCs combine independent living with assisted living and nursing home care

St. George Village

By Tom Olsen
St. George Village
Roswell, Georgia
770-645-2340

Member of the national ElderCare Matters Alliance, Georgia chapter

 

What is a CCRC?

A “CCRC” is a Continuing Care Retirement Community, the most comprehensive retirement living option available to seniors in America today.

A CCRC combines the services of an independent living retirement community with an assisted-living facility and a nursing home at a single location. (more…)


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