We have often been asked to advise the fiduciaries appointed by estate planning clients about their legal duties. An agent under a power of attorney has a legal duty to…
The Social Security Administration (SSA) has published a final rule simplifying and expanding its rental subsidy program for Supplemental Security Income (SSI). Effective September 30, 2024, the new rule is…
More than 50 million Americans receive Social Security retirement benefits. Most of these recipients are retirees who worked and paid Social Security taxes. But millions of dependents and survivors of…
The Maine Supreme Judicial Court finds that an estranged, intentionally disinherited daughter inherits under the intestacy statute because the will’s sole beneficiary predeceased the testator. In Estate of Giguere (Me.…
Wills and trusts are foundational estate planning tools. While each is used to distribute assets to beneficiaries, they do so in different ways. Each also has its own distinct uses…
If you need a medical procedure, you may have to hold off on treatment until you have received approval from your health insurance plan. In many cases, Medicare Advantage and…
Deciding to end a marriage as an older adult is increasingly common. If your marriage ended later in life, you could be part of the “gray” divorce trend. AARP reports…
The Social Security Administration will ease its rules related to food assistance for people with disabilities receiving Supplemental Security Income. (Disability Scoop) The Social Security Administration is moving forward with…
Among your key estate planning documents are your will, living wills, powers of attorney, and medical directives. Securing these somewhere your survivors can easily access them is crucial. Consider storing…
Joint bank accounts serve as a useful estate planning tool for passing money to loved ones outside of probate and planning for disability. But while they can achieve these goals,…
