I am often asked, how often do I need to update my estate plan? This may seem like a simple question, but the answer is actually pretty complex. The reason is that no two people are exactly alike, and there are many reasons why an estate plan needs updating. Why do...
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Elder Law
Three Reasons Why Giving Your House To Your Kids Doesn’t Protect It From Medicaid
You may be afraid of losing your home if you have to enter a nursing home and apply for Medicaid. While this fear is well-founded, transferring the home to your children is usually not the best way to protect it. Although you generally do not have to sell your home in...
Estate Planning Mistakes: Bank Accounts
Adding your kid’s names to bank accounts is a pet peeve of mine. A lot of times I get asked – why? My answer is always that it makes a mess of something that doesn’t need to be a mess. A financial power of attorney does everything that putting your child’s name on...
Elder Law: What Is a Life Care Plan?
Elder law Life Care Planning is a holistic approach to elder law. The Life Care Plan places special emphasis on issues surrounding the elderly, those with long-term illnesses, and incapacity. The Life Care Plan connects your concerns about long-term care with our...
More Than Your Normal Estate Plan
What is in your plan? When you think of estate planning you usually think of death and how your property is divided. But there is more to it than just putting together documents. At Dafoe Law, we look at the big picture and take little steps to help make everything...
Fiduciary: Who do you Trust
Fiduciary: How to Pick your a Trustee, Executor, and Agent Under a Power of Attorney While the term fiduciary is a legal term with a long history, it very generally means someone who is legally obligated to act in another person’s best interests. Trustees, personal...
Why Your Estate Planning Project Must Morph into a Process
Many people put their estate plan on their to-do list as a one-time project: “Create estate plan” or “Meeting with lawyer 10:30 a.m. Thursday for estate plan.” Your estate planning attorney should help you think of it as more. Thinking of your estate plan as a single...
Elder Law – Life Care Planning: An Introduction
Medicaid planning is part of elder law, but often is something that is only thought of during a crisis. Life Care Planning is more holistic. It focus on the elder’s quality of life. It starts before you have a crisis. Life Care Planning assists elders in receiving the...
Long-term Care Planning
The terms elder law and long-term care planning are used by some to have different meanings. At Dafoe Law, we educate our clients on the law and provide strategies that the clients understand to plan for the future. Medicaid Planning Long-term care planning has two...
What is a Life Care Plan?
A Life Care Plan is a different approach to Long-Term Care Planning Dafoe Law, PLLC The Life Care Plan places special emphasis on issues surrounding the elderly, those with long-term illnesses, and incapacity. The Life Care Plan connects your concerns about long-term...