Estate Planning Blog Digest

Serving Clients in Las Vegas and the Surrounding Area

Wealth Preservation & Business Strategies

Special Power of Attorney

When Do I Need a Special Power of Attorney?

You may want to set up power of attorney, if you’d like someone else to make decisions on your behalf. Special power of attorney has a narrow scope. It grants someone the right to act for you in certain situations. It can be helpful in financial decision-making.

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POA question

Does Medicare Cover COVID-19-related Medical Expenses?

It’s been more than six weeks since the threat of COVID-19 became evident on a widespread level, and life changed in an instant. However, while many people today are grappling with issues, like unemployment and slaughtered retirement accounts, seniors have a unique set of concerns on their hands: protecting their health and their finances simultaneously.

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Caregiver

How Do I Care for a Dementia Patient in the Pandemic?

Social distancing guidelines due to the COVID-19 pandemic have presented challenges to all Americans, but they present added stress to the one million family members and friends in New York state who provide care for someone living with Alzheimer’s disease or another dementia.

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Beneficiary

Are My Beneficiary Designations Trouble for My Heirs?

Most consumers are familiar with the beneficiary designation form they complete when opening an IRA or 401(k). The form designates who receives the asset, if the account owner dies. However, these forms can create confusion, unintended bequests and family turmoil, if not adequately monitored.

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Executor

How Do I Start My Estate Plan?

Estate planning design and implementation is not only complex but can be highly emotional. Therefore, it’s important to have a basic understanding of the estate planning process, before approaching a professional.

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Elder care

The Symptoms of Early-Onset Alzheimer’s Disease

There are still certain people who do get early-onset Alzheimer’s disease. In the U.S., about 200,000 people have it. How can you tell if your loved one is among them? There can be surprising symptoms that warn of its development — and they don’t all involve memory problems.

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