December 2019
In this Pro-Tip Tuesday video, the final installment of our five-part series on revocable trusts, Associate Attorney Chris Johnson explains the pour-over will, a special type of will often used in conjunction with trust-based estate plans.
Read more.
In this installment of the Elder Care Mythbusters video series, Certified Elder Law Attorney Barbara McGinnis takes on three common estate planning myths and invites you to download Takacs McGinnis' free estate planning checklist.
Read more.
The death of a parent is a significant milestone in the lives of many individuals. Although you may have endured the loss of close friends or other cherished relatives, the departure of a parent from your life here on earth is a distinct experience due to the unique relationship between a child and parent.
Read more.
In this Pro-Tip Tuesday video, the fourth of a five-part series on revocable trusts, Paralegal Jennifer Berkon explains the basics of trust administration.
Read more.
In this installment of our Elder Care Mythbusters video series, Public Benefits Specialist Joshua Hunter dispels common misconceptions about Medicare and the various penalties that can be assessed if you don't do things their way.
Read more.
Should you identify a corporate trustee to manage and administer the trusts in your estate plan? This article offers a few reasons to consider this option.
Read more.
Are you looking after older loved ones while also managing the demands of a full-time or part-time job? You are not alone! There's a lot employers can do to support family caregivers. This article discusses some of the basics.
Read more.
Once a revocable trust is created, what happens next? In this Pro-Tip Tuesday video, the third of a five-part series on revocable trusts, Paralegal Jennifer Berkon explains how assets are transferred or titled to the trustee of the trust.
Read more.
In this installment of our Elder Care Mythbusters video series, Elder Care Coordinator Pati Bedwell takes on the misconception that nursing homes and assisted living facilities provide the same level of care.
Read more.
Significant wealth can reduce many of life’s trouble—but it can’t eliminate them entirely.
Read more.
Are you caring for a loved one with dementia? It's best not to leave anything to chance. That's why it's not overkill to create a dementia safety plan. You'll be glad you did. This article explains how to do it.
Read more.
What happens after a revocable trust is executed? In this Pro-Tip Tuesday video, the second of a five-part series on revocable trusts, Associate Attorney Chris Johnson talks about the steps necessary to make sure that the trust does what it's supposed to do.
Read more.
In this installment of our Elder Care Mythbusters video series, Public Benefits Specialist Joshua Bey dispels common misconceptions about Medicaid estate recovery.
Read more.
Scammers aren't just impersonating IRS agents via phone calls, the fraudsters are now sending letters. The Council on Aging of Middle Tennessee shares what you need to know to keep elderly loved ones safe.
Read more.
If you're concerned about the environment, there's no longer any need to compromise your values in the afterlife, thanks to new trends in the funeral business. This article explains a few of the latest burial options.
Read more.
What is a revocable trust? In this Pro-Tip Tuesday video, the first of a five-part series on revocable trusts, Associate Attorney Chris Johnson explains the basics of this common estate planning tool.
Read more.
What's the best way to physically interact with a person with dementia? In this video, the final installment in the Lessons from Teepa Snow series, Outreach Coordinator Dana Hentschel demonstrates the Hand Under Hand Technique, which offers the person with dementia a sense of control, even when you are doing almost everything.
Read more.