Make Sure Your Beneficiary Designations Match Your Estate Plan

Many types of property and investments pass outside of probate and allow you to designate who will receive them after your death. It is important that these designations are kept up to date and are consistent with the rest of your estate plan. 

  • Clifford M. Cohen,
  •   Estate Planning FAQ
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May Someone With Dementia Sign a Will?

Millions of people are affected by dementia, and unfortunately many of them do not have all their estate planning affairs in order before the symptoms start. 

  • Clifford M. Cohen,
  •   Elder Law FAQ
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How Your IRA Can Benefit Both Your Heirs and Charity

With the SECURE Act making changes to rules about inherited IRAs, instead of leaving your IRA to your children, you may want to consider leaving it to a charitable remainder unitrust, which can still benefit your children. 

  • Clifford M. Cohen,
  •   Elder Law FAQ
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Some Nursing Homes and Assisted Living Facilities Are Snatching Residents' Pandemic Relief Checks, FTC Warns

The Federal Trade Commission (FTC) is warning residents of long-term care facilities and their families that some facilities may unlawfully require residents who are on Medicaid to sign over their $1,200 pandemic relief checks.

  • Clifford M. Cohen,
  •   Elder Law FAQ
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How to Avoid Problems as a Trustee

Being a trustee is a big responsibility and if you don’t perform your duties properly, you could be personally liable. That’s why it’s important to hire the right people to guide you in this important role.

Coronavirus Relief Funds Paid to Deceased Americans Must Be Returned

In the wake of the coronavirus pandemic, some 150 million Americans received economic relief payments, including potentially millions of deceased individuals. After weeks of silence, the IRS has finally explained what to do with the funds.

  • Clifford M. Cohen,
  •   Elder Law FAQ
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