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If You Become Incapacitated, Who Will Manage Your Money?

April 26, 2012 by Roger Levine, Estate Planning Attorney

You may not want to focus on the possibility of your own incapacity, but you should take the time to do so. In the event that you do become incapacitated, either as a result of the natural process of aging or because of a sudden illness or accident, someone will need to manage your money. Will it be someone who you want managing your money? That … [Read more...]

Filed Under: Incapacity Planning Tagged With: Estate Planning, Incapacity Planning, power of attorney, trusts

Revocable Living Trust and Incapacity Planning

March 28, 2012 by Roger Levine, Estate Planning Attorney

A revocable living trust, is an inter-vivos trust, meaningit is created and takes effect while you are still alive. It has benefits and drawbacks. Although a revocable living trust does not offer the same estate tax avoidance and assets protection benefits that an irrevocable trust offers, it can be an excellent way to plan for your … [Read more...]

Filed Under: Incapacity Planning, Wills & Trusts Tagged With: Incapacity Planning, Revocable Living Trust

Powers Of Attorney: Part Of The Plan

March 25, 2011 by Roger Levine, Estate Planning Attorney

Estate planning can seem on the surface to solely involve preparing your assets for distribution after you pass away.   Of course this is the primary objective.   However, there are other issues to consider. One of the things to take into consideration is the possibility of incapacity. Everyone has heard about Alzheimer's disease but when you hear … [Read more...]

Filed Under: Estate Planning Tagged With: Elder Law, Estate Planning, Incapacity Planning

Incapacity Planning

January 3, 2011 by Roger Levine, Estate Planning Attorney

You will hear mention of the senior population explosion often when you are seeking information about elder law and estate planning. The baby boomers are today's seniors, and this is the fastest growing group of American citizens. Furthermore, people 85 years of age and older are the fastest growing subset of the senior demographic. This has some … [Read more...]

Filed Under: Estate Planning, Incapacity Planning Tagged With: Elder Law, Estate Planning, Incapacity Planning

Health Care Proxies & Unmarried Couples

November 29, 2010 by Roger Levine, Estate Planning Attorney

When you are making plans for your twilight years it is important to make sure that your assets get to your heirs efficiently and effectively via a well executed estate plan. But it is also important to prepare for the possible eventualities that we all face toward the end of our lives. The segment of society that is 85-years-old and older is the … [Read more...]

Filed Under: Estate Planning, Incapacity Planning Tagged With: Advance Directives, Health Care Proxies, Incapacity Planning

When is the Best Time for a Disability Plan?

August 23, 2010 by Roger Levine, Estate Planning Attorney

Have you ever considered the possibility that you could someday become mentally disabled or physically in a vegetative state? Not many people consider this, but this could happen at any time. For this reason, a disability plan is a vital part of estate planning, and you should begin your preparation today. Your disability plan will take care of … [Read more...]

Filed Under: Estate Planning, Incapacity Planning Tagged With: Estate Planning, Incapacity Planning

What To Look For In A Nursing Home

August 16, 2010 by Roger Levine, Estate Planning Attorney

For many families, choosing a nursing home or long term care facility can be a daunting task. And if the loved one to be placed in the home is ill and cannot participate in the choice, a social worker from a hospital may be making the recommendation of which facility to use. In stressful times, families often rely on “experts” to make the choice … [Read more...]

Filed Under: Incapacity Planning Tagged With: Incapacity Planning, Long-Term Care

Continuing Care Retirement Communities – One Stop Shopping Solution for Senior Citizens

August 4, 2010 by Roger Levine, Estate Planning Attorney

Continuing Care Retirement Communities, CCRC’s, are an excellent solution to the ongoing dilemma of providing the proper living arrangements to senior citizens as their needs change. CCRC’s offer several levels of living options, assistance and health care for seniors all on one ‘campus’. They normally offer two or more of the following living … [Read more...]

Filed Under: Incapacity Planning, Long-Term Care Tagged With: Incapacity Planning, Long-Term Care

Medicare Benefits – Answers to Commonly Asked Questions

August 2, 2010 by Roger Levine, Estate Planning Attorney

Medicare is a Federal health insurance program that falls under the Social Security Program. It provides benefits primarily for people age 65 or older, but people younger than age 65 can qualify for Medicare, including those who have certain disabilities and those with permanent kidney failure. While Medicare helps with the cost of health care, … [Read more...]

Filed Under: Incapacity Planning, Long-Term Care, Retirement Planning Tagged With: Incapacity Planning, Medicare

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F-3 Brier Hill Ct.
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