The “Queen of Soul,” Aretha Franklin, dies at age 76 with no will or trust in place.

By Allison L. Byrd, Morgan & DiSalvo, P.C.   Aretha Franklin, the “Queen of Soul” and a beloved American icon, died in her home on August 14, 2018, at age 76. Despite having achieved a reputation as one of the most talented vocalists in the world and having amassed an estate worth approximately $80 million, including the rights to many of her hit songs, Franklin reportedly died without a will [...]

August 24th, 2018|

Exciting News from the Department of Community Health: Increases to Medicaid Financial Limits and the Creation of the Elderly & Disabled Waiver Program

In July 2018, the Department of Community Health increased the limit of the personal needs allowance (PNA) for individuals receiving Nursing Home Medicaid by 30 percent – from $50/month to $65/month. This announcement is exciting because it is the first increase in the PNA since 2006.

August 21st, 2018|

Have an Irrevocable Trust? You May Need to Meet With Your Accountant Before March 6, 2018!

With the turning of the year and our progression into spring, our thoughts turn gently to the upcoming income tax season and to the March 6 deadline for determining how much income must be distributed from your non-grantor, irrevocable trust for the 2017 tax year. Trusts themselves are not terribly complex creatures. Someone (the settlor) gives an item to another person/company (the trustee) to manage for the benefit of a [...]

January 15th, 2018|

Medicaid Rules, as Explained by a Trusted Colleague

By Diane Weinberg I've always been a little hesitant to write a general article about Medicaid planning with any detail. Medicaid laws and regulations are extremely nuanced and can impact other laws, including tax laws, VA disability pension law, and laws governing trusts and estate. My biggest fear has always been that someone would read the article, attempt to develop a plan based solely on the article without seeking advice [...]

October 10th, 2017|

The Controversial Oxford Comma Crops Up in Another Legal Matter—and Why You Should Care

by Loraine M. DiSalvo Just a month ago, I wrote about a Maine court case that grew out of an omitted Oxford comma. For those who didn’t read it, a group of truckers successfully sued their union after some writer’s failure to use the Oxford comma resulted in an unclear sentence regarding overtime rules. (The Oxford, aka serial, comma is the comma in a series of three or more that [...]

May 2nd, 2017|

Show Your Sweetheart That You Care – Don’t Accidentally Disinherit Your Spouse or Child

By Diane Weinberg In addition to flowers, candy, and romantic dinners on Valentine's Day, you can give another more valuable gift to your spouse and children. Take a few minutes to review the beneficiary designations to your insurance policies, retirement accounts, and annuities to ensure that the right person will receive an inheritance in the event that you unexpectedly pass. Unfortunately, we have had more than one client who left [...]

February 14th, 2017|

Happiness: A Scientific Update on How to Achieve a Happy and Fulfilling Life

On January 27, 2017, we were fortunate enough to attend the Balser Symposium in Atlanta to celebrate charitable giving with other like-minded professionals. This year, the speaker was Raj Raghunathan, author of the new book, If You’re So Smart, Why Aren’t You Happy? and professor at the University of Texas with the most successful massive open online course (MOOC) entitled “A Life of Happiness and Fulfillment.”

February 9th, 2017|

The Power of Music

As an Elder Law attorney, I have heard more than a few tragic stories about how adult children and siblings have lost connections with their loved ones through dementia. I have also heard a number of stories about how music has been able to create a connection between family members and their elderly parents who were otherwise non-verbal or almost non-ambulatory. To be effective, the music must be part of that individual’s past. For example, an avid church member may respond to Amazing Grace.

January 24th, 2017|

“The Absent Superpower: The Shale Revolution and a World Without America” by Peter Zeihan

For those that read our previously recommended book by Peter Zeihan, "The Accidental Superpower," you already know that Zeihan uses logic, science (such as geography and demographics), and history to enable us to see and understand the likely future. After reading his first book a few years ago, I was not shocked when China started to have economic issues after being on top of the world for a time or [...]

December 20th, 2016|

More Research on Happiness and How to Attain It

Shortly after creating our post on the importance of relationships to one's happiness, we spotted another article that pointed out "The 11 Habits of Truly Happy People," which discusses steps people can take in addition to improving the number and quality of their happiness-creating relationships. We thought we should share this article as well. It can be read here:    

December 6th, 2016|
Print Friendly, PDF & Email