Blog

For persons entitled to large personal injury awards, settlements or proceeds from other legal claims, payment made directly to the claimant can be problematic when the claimant is already receiving certain needs-based public benefits such as Supplemental Security Income (SSI) or Medicaid.

We hope that our clients can live full, happy and healthy lives and that they will follow the excellent mental and physical health suggestions contained in this interesting article.

We’d like to bring to your attention two recent articles from Elder Law Answers highlighting issues in elder law and estate planning that should be on everyone’s radar.

Clients often hear the word “fiduciary” mentioned when visiting an estate planning attorney. Simply put, a fiduciary is “someone who has undertaken to act on behalf of another

Case: A gentleman who had been granted Durable Power of Attorney by his elderly mother needed to transfer money from her mutual funds account into a checking account of which he and his mother were joint owners.

Rhode Island, previously among the most unfriendly estate tax regimes in the country, has now increased its exemption amount to $1.5 million with the passage of the 2015 fiscal year budget bill.

Medical durable powers of attorney, also known as health care proxies, are documents that allow third persons to speak on another’s behalf in order to convey the person’s medical and health care wishes.

Beginning July 1, 2014, Rhode Island Medicaid planning became a little bit more difficult as one common option to protect the primary residence was “taken off the table”.

In light of the 2013 Windsor decision, which struck down as unconstitutional the portion of the Defense of Marriage Act (DOMA) that codified marriage as between man and woman

A few months back we wrote about the untimely death of James Gandolfini and some of the estate planning lessons that could be learned from the tragedy.