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Case Illustrates Need for a Formal Contract When Paying Relatives for Care

A growing number of people are entering into caregiver contracts with their family members. These contracts, also called personal service or personal care agreements, have many benefits, including rewarding the family member for indispensable help. But some fail to memorialize these Continue reading

Problems with Guardianship Abuse Leading to Calls for Reform

A growing problem with adult guardianship abuse is causing calls to reform the system. Vulnerable elderly can get caught in the guardianship system, being harmed and exploited by the very process that is supposed to protect them.

A guardian is someone appointed by a court to make Continue reading

Do Frequent Flier Miles Expire When You Do?

Accumulated frequent flier miles can be valuable assets, but what happens to those miles after somene dies?  Can a spouse or other heirs inherit them, or do the miles simply evaporate like a contrail?

The answer to whether they can be inherited depends on the airline, but consumer Continue reading

Beware of Non-Lawyers Offering Medicaid Planning Advice

In recent years a number of non-lawyers have started businesses offering Medicaid planning services to seniors. While using one of these services may be cheaper than hiring a lawyer, the overall costs may be far greater.

If you use a non-lawyer to do Medicaid planning, the person Continue reading

Two Popular Charitable Trusts for You to Consider

Two Popular Charitable Trusts for You to Consider

A couple of charitable trusts are very popular with people making significant gifts to charity: the charitable lead annuity trust (CLAT) and the charitable remainder unitrust (CRUT). They each allow income, gift, and estate tax charitable Continue reading