Elder Law

Long Term Care Insurance

By Burner Law Group, P.C. / December 20, 2019 / 0 Comments

Q: My mother needs homecare assistance. She currently has long term health insurance, will she also need to apply for Medicaid?  A: Long Term Care (LTC) insurance is a great tool to cover some or all of the costs of long-term care. Depending on the plan she purchased and how much care your mother will […]

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Gifting to Minors

By Burner Law Group, P.C. / December 4, 2019 / 0 Comments

The tail end of the baby boomer generation is turning fifty-five this year and those born in the forties are moving into their seventies. They are setting milestones as they enter this third excelling at all levels. They are also grandparents. Given the relative prosperity of this generation, many are in the position to aid […]

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Gifting to Minors

By Burner Law Group, P.C. / December 4, 2019 / 0 Comments

The tail end of the baby boomer generation is turning fifty-five this year and those born in the forties are moving into their seventies. They are setting milestones as they enter this third excelling at all levels. They are also grandparents. Given the relative prosperity of this generation, many are in the position to aid […]

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Gifting to Minors

By Burner Law Group, P.C. / July 17, 2019 / 0 Comments

Question: I want to designate my grandchildren as the beneficiaries of my retirement accounts and life insurance policies. Currently, they are ages 4 and 6. Is this possible? Can I simply complete a new designated beneficiary form with my financial institutions? Answer: You can absolutely designate minor children to receive money under retirement accounts and […]

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Contested Guardianship

By Burner Law Group, P.C. / July 10, 2019 / 0 Comments

Question: I received Court papers that say that my brother is trying to take control of my mother’s finances and make medical decisions for her. I have been taking care of my mother for years and my brother is estranged from me and my mother. What should I do? Answer: It appears that your brother […]

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Estate Planning for Teachers

By Burner Law Group, P.C. / July 3, 2019 / 0 Comments

Q: I am a teacher and currently off for summer break.  Now that I have time to myself, what should I be thinking about over the summer regarding my estate plan? What about retirement? What actions should I be taking? A: Summer is the best time to check items off your “to-do” list that get […]

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College Age Children and Estate Planning Documents

By Burner Law Group, P.C. / June 26, 2019 / 0 Comments

Question: My son is 18 and is leaving for his first year of college in September. Someone told me that there were some legal documents I should have in place before he leaves. This is the first that I have heard of this, as his school did not say anything. Is my friend correct? Answer: […]

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Revocable and Irrevocable Trusts for Assisted Living

By Burner Law Group, P.C. / June 19, 2019 / 0 Comments

Question: About six years ago my parents signed two trusts: a revocable trust and an irrevocable trust. They transferred about $150,000.00 into the revocable trust and their house into the irrevocable trust They sold their home about three years and deposited $400,000.00 into the irrevocable trust. My dad passed away and my mom is at […]

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The Secure Act

By Burner Law Group, P.C. / June 12, 2019 / 0 Comments

Question: What is the SECURE ACT and how might it affect my retirement benefits? Answer: the SECURE ACT is a proposed law that has been passed by the United States House of Representatives and is expected to pass in the United States Senate. Once passed in the Senate, it will be sent to the President […]

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Scrabble pieces forming the word probate.

Consenting to the Probate of a Will

By Burner Law Group, P.C. / June 5, 2019 / 0 Comments

Q: My mother recently passed away and I received something in the mail called a “Waiver of Process; Consent to Probate”, what does this document mean? A: You received this document because the Executor is trying to “probate” your mother’s Will.  Probating a Will means that the Executor is submitting a petition to Court and […]

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