by Jill Burzynski | Sep 18, 2020 | Blog, Estate Planning, News Article, Trusts
Many times clients think they have solved their division of assets (after their death) by making up an informal estate plan of their own device. They may name their most responsible child as Personal Representative or Trustee in their estate planning documents, and...
by Jill Burzynski | Aug 6, 2018 | Blog, Expert Video, Trusts, Video
Do I need a trust? Clients must have trusts explained in order to know if one is advisable. A trust is a set of directions that dictate how your property is to be managed during your lifetime and after your death. A revocable trust includes the ability for you to...
by Jill Burzynski | Jul 23, 2018 | Blog, Expert Video, Medicaid, News Article, Trusts, Video
Dealing with second marriage situations can be tricky. I was talking to a man the other day who told me that his wife of 10 years is suffering from dementia. He explained that her children were her health care agents and are her successor trustee of her living...
by Jill Burzynski | Feb 22, 2018 | Blog, Estate Planning, Medicaid, News Article, Probate and Trust Administration, Trusts, Veterans' Benefits
Yesterday, I attended a function where I heard a conversation among some Seniors. The conversation went as follows: Jane: I have a trust…. so I have done my legal planning. Susan: I have a trust and it is fully funded. Mary, do you have a trust? Mary: I don’t...
by Jill Burzynski | Aug 26, 2017 | Alzheimers and Dementia, Blog, Exploitation, Trusts
Financial abuse of the elderly is rising. Late in 2016 Allianz Life Insurance Company surveyed active elder caregivers for their Safeguarding Our Seniors Study. Forty percent of the caregivers reported that their elder experienced financial abuse more than once;...
by Jill Burzynski | May 8, 2017 | Alzheimers and Dementia, Blog, Caregiver Issues, Financing Long Term Care, Health Care Advocacy, Medicaid, Medicare, Trusts, Veterans' Benefits
Just today, I received a phone call from a concerned daughter about her father’s long-term care needs. He is currently receiving care in a nursing home. They are hopeful that he will be able to return home soon, but it is obvious that he is going to need...
