Couples in second (or more) marriages, especially those with children from previous marriages, should review their retirement plans. Certain qualified retirement plans are required to be paid as joint and survivor benefits unless the spouse has properly waived the right to receive survivor benefits. A waiver of this right prior to marriage (e.g., in a prenuptial agreement) may not be effective, since the parties are not “husband” or “wife” when they sign a prenuptial agreement. Thus, a postnuptial agreement may also be needed.
- Estate Planning
- Guardianship & Incapacity
- Livings Wills & Healthcare Surrogates
- Long-Term Care Planning & Asset Protection
- Medicaid Planning & Veterans Benefits
- Power of Attorney & Living Wills
- Probate & Trust Administration
- Social Security
- Supplemental Needs Trusts
- Wills & Trusts
Required Minimum Distributions From Qualified Plans
As we approach the holiday season, we prepare to enter what is undoubtedly the busiest part of the year for the majority of us. Between coordinating schedules with loved ones, shopping for gifts, and scrambling to get holiday meals together, it can be easy to let other important considerations slip our minds. One such consideration, […]read more >
Medicare Open Enrollment: What Seniors and Their Families Need to Know
The pumpkins are out, the leaves are (not) changing, and there’s a slight chill in the morning air. All of this can only mean one thing: it’s time for Medicare Open Enrollment! Medicare Open Enrollment for 2022 began October 15 and runs through December 7. The annual open enrollment period is designed to give Medicare […]read more >
Contact our Elder Law Attorneys for an appointment to answer your questions and allow them to provide you with the peace of mind you deserve.