Legal Services

CAUTION: Not All Powers of Attorneys are Created Equal!

By Craig Andreoli, Esq., Elder Law and Estate Planning Attorney What is a Power of Attorney? A Power of Attorney is a document that authorizes the “agent” to represent or act in various legal matters on behalf of the “principal.” The agent, previously called an attorney-in-fact, but after a recent…

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Beware of the Gaps: When the Care Needs Exceed the Care Provided

Although we naturally want what is best for our loved ones, reports show that family caregivers typically wait six months longer than they should to access necessary care for their loved ones. Beware of the Gaps: When the Care Needs Exceed the Care Provided By Suzanne Paolucci, LCSW, Care Coordinator,…

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The Benefits of Using a Pooled Trust for a Special Needs Child

Parents who have a child with special needs face the challenge of deciding how to leave an inheritance to their child. A sensible way of providing an inheritance for a special needs child is to set up a special needs trust. The Benefits of Using a Pooled Trust for a…

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The Holistic Approach to Estate Planning

As an estate planning and elder law attorney, I strive to find solutions to my clients’ needs and goals. When it comes to elder law issues, my clients typically rely on me for more than traditional legal advice. The Holistic Approach to Estate Planning By Wendy K. Goidel, Esq, Founding…

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Change is Inevitable

Changes are coming to the Home Equity Conversion Mortgage (HECM). The changes will effect eligibility and how much of a mortgage the homeowner can qualify for. Change is Inevitable By Renée Richter, President of Cetterpoint Funding Corp. Before March 2, 2015, the borrower did not have to provide any financials.…

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Newly Divorced and Don’t Have Time for Paperwork? A Daily Money Manager Can Help

Getting divorced isn’t easy. Acrimonious or not, divorce represents a huge change in well, pretty much everything. Newly Divorced and Don't Have Time for Paperwork? A Daily Money Manager Can Help! By Lewis I Knopf, Certified Senior Advisor (CSA)® & Daily Money Manager at LK Daily Money Management There are…

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Medicare Will Cover My Stay in a Rehabilitation Facility. Mmm, Maybe Not

Consider this. You have Medicare coverage. You’ve been in the hospital for three or four days and your doctor determines that you need to go to a rehabilitation facility (also referred to as a Skilled Nursing Facility – SNF) for further treatment. Medicare Will Cover My Stay in a Rehabilitation…

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Why You May Need an Elder Law Attorney

Who hasn’t heard the old cliché, getting old isn’t for sissies. The truth is that as you age, the cliché becomes more and more accurate. Why You May Need an Elder Law Attorney By Lewis I Knopf, Certified Senior Advisor (CSA)® & Daily Money Manager at LK Daily Money Management…

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Beyond the Will: Why Having An Up to Date Power of Attorney and Health Care Proxy Is Essential

Often times, the motivation to establish an estate plan centers around the desire to put a Last Will & Testament in place, or create a Trust Agreement. Once an estate plan is finalized, many people do not review their planning documents, even if many years have gone by or their…

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