Estate Planning & Elder Law Blog
With 2020 in the rear view mirror and 2021 well underway, the COVID-19 pandemic continues to generate urgency for elder law planning for those most at risk. May is National Elder Law Month which allows the opportunity to educate seniors in local communities about their legal options and places an emphasis on the importance of planning early to ensure their wishes are in a legally binding format.
Celebrate Elder Law Month by contacting seniors, family members and friends to encourage and help them to create a plan to protect their independence and assets. This could include loved ones (family and friends) as well as professional contacts (CPAs, financial advisors, attorneys) and community members. Share resources, offer support, and talk to them to ensure protection of their independence and assets.
Creating an estate plan ensures the client’s wishes are executed, not the State’s.
Estate planning attorney, Amanda Afton Martin, recently sat down with Julie Holton in an episode of Legal Connexions to discuss vital aspects of estate planning and elder law. Among the topics discussed include:
- Estate Planning and Long-Term Care Planning
- Who should be involved?
- How may we ensure the client’s wishes are implemented?
- How can early planning avoid court intervention?
- Medicaid Planning
- What is it?
- When should it begin?
- Impact of COVID-19 on Seniors
- What is undue influence and what factors increase its likelihood?
- How can we protect against undue influence?
Click on the thumbnail graphic below to see the full interview.
This video is for general information purposes only and IS NOT LEGAL ADVICE. If you seek legal counsel or need help in determining how this information applies to a specific situation, contact a Foster Swift elder law or estate planning attorney before taking any action.
