2020 Newsletters

December 2020

• Financial Planning Before and During a Pandemic – Dec. 29, 2020
• I’m a Beneficiary, I’ve Been Wronged… Now What? – Dec. 22, 2020
• Duties and Responsibilities of a Representative Payee – Dec. 15, 2020
• Tax Issues Regarding Payment To Caregivers – Dec. 8, 2020
• Year-End Planning For 2020 – Dec. 1, 2020
• Attorney Letha Sgritta McDowell Elected Fellow of the ACTEC – Dec. 1, 2020

November 2020

• Dying of Loneliness: The Paradox of Covid-19 – Nov. 24, 2020
• A Letter to our Clients: 2020 Year-End Planning – Nov. 23, 2020
• Working Mothers and Memory – Nov. 17, 2020
• How to Approach the Medicaid Process – Nov. 10, 2020
• Kelly v. Giuliano: Arbitration Provision in a Trust Agreement is Unenforceable – Nov. 3, 2020

October 2020

• Estate Planning for Digital Assets – Oct. 27, 2020
• You’ve Been Named Executor: Do You Have to Qualify? – Oct. 20, 2020
• I’m Named as Trustee or Beneficiary: Now What? – Oct. 13, 2020
• Lessons from Celebrities: The Tragic Case of Casey Casem – Oct. 6 , 2020

September 2020

• Directed Trusts: A Modern Approach to Administration – Sept. 29, 2020
• The United States Supreme Court and Estate Planning – Sept. 22, 2020
• Gifting as an Estate Planning Tool – Is it Right for Me? – Sept. 15, 2020
• Dangerous Drugs and Dementia – Sept. 8, 2020
• Before You Return to Work: Your Financial Health Checklist – Sept. 1, 2020

August 2020

• Debunking Five Common Medicaid Myths – August 25, 2020
• The Continuum of Care – August 18, 2020
• 2020 Shows the Importance of Including a Charity in Your Estate Plans – August 10, 2020
• Do You Need to Qualify on an Estate to Transfer Ownership in Real Property? – August 4, 2020

July 2020

• What is a Trust Anyway? – July 28, 2020
• Tax Changes are Coming. Is Your Estate Plan Ready? – July 21, 2020
• Elder Law Related Updates in 2020 – July 10, 2020
• The Importance of Updating Beneficiary Designations – July 7, 2020

June 2020

• Stimulus Payments Belong to Recipient, Not Nursing Homes or Care Facilities – June 30, 2020
• Planning to Transition a Small or Family-Owned Business – June 23, 2020
• Beware of COVID-19 Scams – June 16, 2020
• Protecting Personal Injury Settlements with Trusts – June 9, 2020
• What to Expect When Qualifying As an Executor of Administrator of an Estate – June 2, 2020

May 2020

• Don’t Forget Fluffy and Fido When Creating Your Estate Plan! – May 26, 2020
• Financial Advice for an Unstable Market – May, 19, 2020
• Is Your Estate Plan COVID-19 Ready? – May 12, 2020
• Electronic Notarization Insufficient for Execution of Wills – May 5, 2020

April 2020

• Beware of Real Estate Deed Solicitation Scams – April 28, 2020
• 7 Common Probate Mistakes and How to Avoid Them – April 21, 2020
• The CARES Act and Public Benefits – April 14, 2020
• Financial Planning During a Pandemic: What Does the CARES Act Mean for You and Your Goals? – April 7, 2020

March 2020

• You Need an Estate Plan, but PLEASE Don’t Do it Yourself – March 31, 2020
• Now is the Time to Create or Review Your Estate Plan – March 24, 2020
• Preying on Our Nation’s Seniors – March 17, 2020
• COVID-19 UPDATE from Hook Law Center – March, 16, 2020
• Little Known Changes in Medicare Payments to Providers May Result in Less Patient Care – March 10, 2020
• Financial Planning Ideas after the SECURE Act – March 2, 2020

February 2020

• Selecting an Elder Law Attorney – February 25, 2020
• What to Do When Your Parent is in the “Gray Zone” – February 18, 2020
• Can a Lengthy Probate be Avoided? – February 11, 2020
• A New Look at Charitable Giving in the Age of SECURE – February 4, 2020

January 2020

• Are You Ready for Real ID? – January, 28, 2020
• Why Funding Your Trust is So Important – January 21, 2020
• Nursing Home Preadmission Screenings – January 13, 2020
• More Than a Form: Analyzing the Power of Attorney – January, 7, 2020