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Wanderpolo & Siegel
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Redefining Yourself When Your Role as Caregiver Ends
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When looking after a loved one becomes your life, what is your life when that person’s gone? Continue reading
Posted Jan 20, 2019 at Wanderpolo & Siegel, Counselors at Law
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Should I Help My Aging Parents Manage Their Investments?
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As Americans live longer and their portfolios grow for extended periods of time, their adult children should be watching carefully—but how closely? That’s the question posed by the article “How to Help Aging Parents Manage Portfolios,” from U.S. News & World Report. There is no one answer, and it is... Continue reading
Posted Dec 31, 2018 at Wanderpolo & Siegel, Counselors at Law
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Boomers Come Up Against One Thing They Can’t Push Back On: Aging
Boomers have always been proud of how they redefined many aspects of American culture. However, there’s one thing they can’t change: the inevitability of aging and death. A recent study from the Stanford Center on Longevity, says that workers approaching retirement will either need to work past age 65, reduce... Continue reading
Posted Dec 29, 2018 at Wanderpolo & Siegel, Counselors at Law
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Signed Your Will-You Aren't Done Yet
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Imagine spending the time and money to do your Will and then have it ignored when you are gone. All too often that happens because the original Will goes missing. Either it is assumed the deceased had no Will, the document cannot be found, or only a copy is located.... Continue reading
Posted Dec 5, 2018 at Wanderpolo & Siegel, Counselors at Law
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Medicare Open Enrollment Ends December 7-Don't Miss Out
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My elder care coordinator, Lori Kayne, and I recently went to see new clients. A charming couple, 88 and 91 years old, they both struggled with substantial health issues. Yet, they were still in a Medicare Advantage Plan. These managed care plans, otherwise known as Medicare Part C, offer many... Continue reading
Posted Dec 3, 2018 at Wanderpolo & Siegel, Counselors at Law
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Your Nest is Empty? It’s a Good Time to Plan.
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My husband and I just became Empty Nesters. Most of the articles you read on the “empty nest,” focus on couples now having more time for each other or redecorating the newly-vacated room (We haven’t gotten to this quite yet.) However, there are financial and legal issues to consider at... Continue reading
Posted Nov 26, 2018 at Wanderpolo & Siegel, Counselors at Law
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What if a Hostile Family Member Wants to Become Your Guardian?
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Family conflict can become exacerbated when a parent ages. Children who have disagreed or fought with their parents now threaten to take control of their assets. Sometimes the parent knows that if one child gets this power they will not act in the parent’s best interest. How can you protect... Continue reading
Posted Nov 25, 2018 at Wanderpolo & Siegel, Counselors at Law
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Singles Need to Plan Differently for Retirement
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When you live alone, you need to plan for retirement differently than someone who is married or has a life-partner. Those with a partner can, in most instances, rely on their partner to help out with expenses and be a caregiver, if they should become ill. However, when you are... Continue reading
Posted Nov 15, 2018 at Wanderpolo & Siegel, Counselors at Law
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When It Comes to Veteran’s Benefits DIY Doesn’t Work
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As you might expect, there are several benefits available to assist wounded or disabled Veterans. But unbeknownst to many, there are also pension benefits that exist for men and women who served and were not injured. Lack of knowledge leads veterans to miss out on the important assistance they have... Continue reading
Posted Nov 12, 2018 at Wanderpolo & Siegel, Counselors at Law
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Social Security Slips to Avoid
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You worked hard to earn your Social Security benefits, so make sure you get the most you can. Continue reading
Posted Oct 28, 2018 at Wanderpolo & Siegel, Counselors at Law
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Larger Than Life: Celebrity Estate Planning Mistakes
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The one thing no one wants is their estate going to lawyers, but that is what can happen if you don't take the time to update your estate plan. Continue reading
Posted Oct 25, 2018 at Wanderpolo & Siegel, Counselors at Law
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Avoid Becoming an Elder Orphan
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Last week I saw a new client who was seeking to be appointed as administrator of her friend's estate. She was motivated to do so because her friend had no family. The woman had died unexpectedly and my client had called the police after trying to reach her friend repeatedly.... Continue reading
Posted Oct 16, 2018 at Wanderpolo & Siegel, Counselors at Law
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Getting Ready to Fly South? Estate Planning and Snowbirds
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Because the laws governing estate planning and Medicaid benefits differ from state to state, it is advisable that you have your documents reviewed by an attorney in both states to ensure that they comply with the laws in both places. Continue reading
Posted Oct 14, 2018 at Wanderpolo & Siegel, Counselors at Law
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Judge Rules that Glen Campbell’s Kids Can Contest his Will
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“Recently, a judge in Tennessee ruled that the three children can dispute the validity of the wills that excluded them from inheriting. They petitioned the court to certify that a contest to the will exists, on grounds of his alleged lack of capacity and undue influence.” Continue reading
Posted Oct 8, 2018 at Wanderpolo & Siegel, Counselors at Law
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Veterans: Do Not Miss This Important Opportunity to Protect Assets
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Veterans Act Now to Protect Assets Continue reading
Posted Oct 7, 2018 at Wanderpolo & Siegel, Counselors at Law
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Prepare to Live a Long Life and Enjoy Every Bit of It!
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A long life is a great gift, but with the joys come some financial and legal challenges. The earlier you act to address them, the better off you and your heirs will be. Continue reading
Posted Oct 7, 2018 at Wanderpolo & Siegel, Counselors at Law
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There Is More to Elder Law Than Medicaid Planning
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Life care planning is a model that assist seniors and their families in their long term care journey. Continue reading
Posted Sep 15, 2018 at Wanderpolo & Siegel, Counselors at Law
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Multi-generational Living: estate planning and elder law impacts
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After decades of establishing separate and independent households, U.S. families are increasingly opting for togetherness. Continue reading
Posted Sep 13, 2018 at Wanderpolo & Siegel, Counselors at Law
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Retirement- Often It Includes Working Now
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"Soon after Ilana Benet retired from her job as a labor and delivery nurse, it hit her: She missed the babies. Her employer missed her…. she quickly realized — within weeks — that she wasn’t ready for full retirement." Continue reading
Posted Sep 11, 2018 at Wanderpolo & Siegel, Counselors at Law
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Can You Save on Taxes in Retirement?
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People naturally want to minimize their taxes in retirement. Instead, what often happens is the opposite: Retirees too often face an abrupt and unexpected increase in federal income taxes, due to large accumulations in tax-deferred accounts, like IRAs and 401(k) plans. Continue reading
Posted Sep 9, 2018 at Wanderpolo & Siegel, Counselors at Law
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Will SAFE Act Really Make Seniors Safe?
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In an attempt to take a step toward countering some of the negative impact of elder financial abuse, the government recently passed the Senior Safe Act in May. Continue reading
Posted Sep 6, 2018 at Wanderpolo & Siegel, Counselors at Law
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Estate Planning with Blended Families Requires a Balance
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If you say “I do” a second time and have children, your partnership acquires new stakeholders—not necessarily willing ones. Adult children have expectations about how much they’ll inherit and how soon. A new spouse scrambles that calculus. Continue reading
Posted Sep 5, 2018 at Wanderpolo & Siegel, Counselors at Law
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Cohousing : Will It Be Right For You?
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With rising housing costs and the need for support: seniors consider new options. Continue reading
Posted Sep 4, 2018 at Wanderpolo & Siegel, Counselors at Law
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All Packed for College – Don’t Forget Legal Documents
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There are documents pertaining to health, money, and college records, that your child should sign to give you some peace of mind. Continue reading
Posted Aug 15, 2018 at Wanderpolo & Siegel, Counselors at Law
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Lessons from Anthony Bourdain and His Estate
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“Ever since his tragic death, the press and the public hasn't been able to get enough of Anthony Bourdain. When his will was probated in New York, he taught us a lesson about digital assets.” Continue reading
Posted Aug 13, 2018 at Wanderpolo & Siegel, Counselors at Law
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