We have published articles about many topics for numerous consumer and professional publications, and we have prepared many informative papers in connection with seminar presentations to professional and community groups. Many of these articles and papers are posted on this page for your education, and we look forward to adding more in the future.

Estate and Personal Planning

• 2011 Longterm Care Insurance Price Index Announced (pdf)
• 6 Tips to Evaluating a Retirement Community (pdf)
• An Estate Plan Built for Special Needs (pdf)
• April is Medical Decision-Making Documents Month (pdf)
• Be Picky To Make Sure Power of Attorney is Honored (pdf)
• Beware of UTMA Accounts with Disabled Child (pdf)
• Case Highlights Need to Use Planning Expert (pdf)
• Changes to Long Term Care Insurance for the Road Ahead (pdf)
• Check Out Online Long Term Care Calculator (pdf)
• Choosing an Attorney to Help With Special Needs (pdf)
• Combination Long-Term Care Products (pdf)
• Court Considers Son’s Liability for Mom’s Nursing Home Cost (pdf)
• Court Finds Good Neighbor is Better Guardian Than Family Members (pdf)
• Deciding if you Kid- or Grand-kid – is Trustworthy (pdf)
• Decisionmaking for an Adult Special Needs Child (pdf)
• Deed to Child for Promise of Care Set Aside (pdf)
• Disinheriting a Relative Can Be Complicated (pdf)
• Divorce and the Child With Special Needs (pdf)
• Efforts to Avoid Probate Can Carry Their Own Risks (pdf)
• Evicted Mom Fights Back but Fails to Prove Case (pdf)
• Five Myths About Wills (pdf)
• Fixing a Flawed Special Needs Estate Plan (pdf)
• Get Adopted and Get Twice the Inheritance (pdf)
• Grandparents’ Rights in Mississippi (pdf)
• Guidelines to Consider in Purchasing Long-Term Care Insurance (pdf)
• Housecleaning-Please Don’t Pitch These Records (pdf)
• How Economic Security Changes During Retirement (pdf)
• If You Don’t Think  You’ll Live Forever, Read This! (pdf)
• Is Do-It-Yourself Estate Planning a Good Idea (pdf)
• Is My Will Still Valid If I Move to Another State (pdf)
• Keeping Track of Your Will (pdf)
• LegalZoom Sued Over Flawed Estate Plan (pdf)
• Life Care Planning Helps Older Clients Maintain Sense of Dignity (pdf)
• Life Insurance and Retirement Beneficiaries – Have It Your Way (pdf)
• Mid-Month Musing – How Much Do You Really Know? (pdf)
• Mid-Month Musing – Mind Your Own Business – For Successful Aging (pdf)
• Mid-Month Musing-If You Don’t Think You’ll Live Forever (pdf)
• New Legal Guide for Seriously Ill People (pdf)
• Parents Removed as Trustees of Special Needs Trust (pdf)
• Planning Essentials for Special Needs Families (pdf)
• Planning for Persons with Severe Mental Illness (pdf)
• Planning Options With Retirement Benefits (pdf)
• Power In a Power of Attorney (pdf)
• Protecting Your House If You Move To a Nursing Home (pdf)
• Realistically Assessing an Exceptional Child’s Future (pdf)
• Retirees Can Undo Early Retirement SS Reduction (pdf)
• Reverse Mortgages Reviewed in Recent AARP Report (pdf)
• Revoking a Power of Attorney (pdf)
• Seven Events That May Require Will Revisions (pdf)
• Study Shows Not-For-Proft Nursing Homes Often Superior (pdf)
• Taking Care of the Family Business at the Holidays (pdf)
• Ten Reasons to Create or Update your Estate Plan Now (pdf)
• Third-Party Special Needs Trusts for Disabled Children (pdf)
• To Marry or Not to Marry (pdf)
• Toolkit for Planning for Long-Term Care (pdf)
• Transition Planning Works for You (pdf)
• Trust Reformed to Preserve Disabled Child’s Benefits (pdf)
• Two (More) Issues of Long-Term Care Planning (pdf)
• Two Important Principles of Long-term Care Planning (pdf)
• Updating Your Estate Plan When Your Finances Change (pdf)
• What Happens if You Die Without a Will (pdf)
• What Is a Trust Protector and When Might You Need One (pdf)
• What Records to Keep and How Long to Keep Them (pdf)
• When Is It Time to Service Your Estate Plan (pdf)
• When Less is More with a Special Needs Trust (pdf)
• When You Wish in a Will (pdf)
• Why Not Just Use an Off-the-Shelf Power of Attorney Form (pdf)
• Working with Elder Parents in Planning for Long Term Care (pdf)
• Writing a Letter of Intent for a Special Needs Child (pdf)
• Your Year-End Legal Checkup (pdf)

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