Paul B. PlantMar 8, 20183 min readTrustsRole Reversal: Discussing Estate Planning with Aging ParentsThe parent-child relationship is pretty well defined. Children generally don’t advise their parents. It’s the other way around. However,...
Paul B. PlantSep 13, 20172 min readTrustsTransferring Assets and the Five Year Look-backWhen an individual applies for Medicaid assistance in a nursing home, one of the first questions that is asked of them has to do with...
Paul B. PlantMay 10, 20163 min readWillsThe Consequences of Dying Without A WillWhat will happen to my money and possessions if I die without a will? If you die without a will, what happens to your assets will be...
Paul B. PlantAug 26, 20154 min readTrustsYour Family Letter – Memorial ServicesA family letter is a key part of a good estate plan. It is much more personal than many of your estate documents. A family letter allows...
Paul B. PlantAug 26, 20153 min readTrustsWhat is a Third Party Special Needs Trust??Special needs trusts come in three main flavors — first-party special needs trusts, third-party special needs trusts, and pooled trusts....
Paul B. PlantApr 16, 20156 min readTrustsTen Reasons You Should Update Your Estate PlanYou have completed a will and perhaps a revocable living trust. Your durable power of attorney for healthcare and a living will are...
Paul B. PlantMar 27, 20153 min readTrustsVacation Check List1. Pack swim suit 2. Stop the mail for the week. 3. Ask neighbors to water the flowers. 4. Review estate plan. – – – – Say What?...
Paul B. PlantFeb 18, 20154 min readTrustsPlanning for the Non-Traditional FamilyBy Robert M. Slutsky, Esq. Robert Slutsky Associates Plymouth Meeting, Pennsylvania, An ElderCare Matters Partner, The percentage of...
Paul B. PlantFeb 3, 20154 min readTrustsTrusts for Creative SpendersTrusts can be quite useful for protecting children. However, for some children, the trust serves an additional function: It protects the...
Paul B. PlantJan 6, 20154 min readTrustsLiving Trust ChoicesPublished December 6, 2013 by The Foundation of the Tennessee and Memphis Conferences of the United Methodist Church The living trust is...
Paul B. PlantJan 6, 20155 min readElder LawWills – Perils of ProbatePublished October 24, 2014 by The United Methodist Foundation of the Tennessee and Memphis Conferences Business Owner passed away on...
Paul B. PlantOct 17, 20145 min readWillsWills – Good and BadPublished November 2, 2012 United Methodist Foundation for the Tennessee and Memphis Conferences Where is the Missing Will? More than 40...