AIM

Estate Planning

Elderly man standing by a lake in autumn with text overlay asking, “When is disinheriting a child a mistake?”

When is Disinheriting a Child a Mistake?

Disinheriting a Child: What Parents Should Know Most parents want to treat their children equally in their wills. But sometimes, a parent decides not to leave anything to one child. Reasons vary: One child is already financially secure. Another child has special needs and parents want to protect their government benefits. Or a parent may […]

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Elderly person with folded hands, symbolizing isolation and self-neglect risks during COVID-19.

Isolation is Increasing Self-neglect Among Elderly Americans

Isolation, COVID-19 & Rising Risk of Elder Self‑Neglect Because of the coronavirus pandemic, many seniors are cut off from family and community. Isolation increases the risk of self‑neglect and even abuse. With flu season approaching and possible COVID‑19 resurgences, older Americans may continue living in largely solitary conditions. Prolonged loneliness can lead to depression, hopelessness,

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Close-up of elderly hands holding, symbolizing trust, estate planning, and the importance of coordinating beneficiary designations.

Beneficiary Designations Pitfalls | Avoid These Estate Planning Mistakes

Beneficiary Designations: Hidden Pitfalls You Need to Know You might assume leaving property to heirs is straightforward—you write a will or trust, record a transfer-on-death deed, name beneficiaries on your bank accounts, life insurance, and retirement plans—and you’re done. But if these elements aren’t carefully coordinated, your intentions can be thwarted. When Deeds Override Wills

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Caregiver supporting an elderly woman outdoors, symbolizing Medicaid planning and inheritance protection.

Inheritances and Medicaid: Be Careful, Plan Ahead

Inheritances and Medicaid: Plan Ahead to Avoid Costly Mistakes If you or a loved one receives Medicaid benefits, inheriting money or property can put those benefits at risk. Without careful planning, an inheritance can trigger penalties that reduce or even eliminate Medicaid coverage, costing you thousands. How Inheritances Affect Medicaid Benefits When someone on Medicaid

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Elderly couple sitting on a park bench with text promoting elder law attorneys who support seniors and their families

Elder Law Attorneys: Advocates for Seniors and Families

What Is Elder Law? An elder law attorney, or Certified Elder Law Attorney (CELA), serves as a legal advocate for aging adults and their loved ones. Elder law addresses a wide range of issues that directly affect older or disabled individuals, including: Guardianship and conservatorship Retirement planning Advance health care directives Long-term care planning Social

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