Author Archives: Matthew Luedke
Managing COVID-19 Risks in a Long-Term Care Setting
There have already been many reported cases of COVID-19 in the United States, and unfortunately many of these cases have been occurring in older adults living within nursing homes or at other long-term care facilities. We’ve compiled this list of helpful actions you can take to keep yourself or your elderly family members safe…. Read More »
Does a No-Contest Clause Really Work?
We’re living within an increasingly litigious culture, so perhaps it comes as no surprise that many estate plans are using a no-contest clause. Regrettably, even a family member can file a lawsuit simply because they aren’t satisfied with the amount their parent or loved one left to them in a will. Some of these… Read More »
Tax Provisions & Coronavirus Relief w/ the “CARES” Act
During these past few months, many individuals are understandably confused by some of the new regulations as well as the coronavirus relief programs available for COVID-19. We’ve seen an ongoing discussion within the media and elsewhere about the Paycheck Protection Program (“PPP”), in addition to the Economic Injury Disaster Loan (“EIDL”) program for businesses,… Read More »
COVID-19 and Your Health Care Directive
An advance health care directive is a legal document that communicates your individual healthcare treatment inclinations (the “living will” portion) but we also recommend that you designate a healthcare “proxy.” Such a proxy, which is often referred to as a healthcare “agent”, is a person who you can appoint to make decisions on your… Read More »
Free Emergency Estate Protection Kit
When an emergency hits, the last thing you want to do is make things harder for your family. Completing this Free Emergency Estate Protection Kit simplifies decisions for your family so you can show them you love them when they need it most. Get Your Kit
Stuck @ Home During the COVID-19 Outbreak? Attend a Webinar!
We know the COVID-19 pandemic is causing more stress every day. This is a scary and unpredictable time for all of us. Not being prepared with a solid Estate Plan can leave you more vulnerable.Having powers of attorney and health care directives in place are important and simple ways to avoid making a hard… Read More »
Special Needs Trusts: How Do They Work?
The main function of Special Needs Trusts are to ensure future aid for a dependent without triggering a disqualification from government aid programs. As is the case with many other kinds of trusts, funds within these trusts are protected from claims of creditors, which includes credit card companies, landlords and other lending institutions. Any… Read More »
Hackers are ramping up attacks on financial accounts
The idea of losing your life savings to hackers is terrifying — and it’s why an increasing number of folks are choosing not to consolidate their retirement assets, even if that move could be financially savvy for them. One particular couple had already been the target of identity theft in the past, then it… Read More »
Should I be concerned about avoiding probate?
Avoiding probate doesn’t have to be difficult. Probate is a court process through which, at the time of your death, your Will is proven to be valid and your Executor is officially appointed. During probate, title your property is passed to the beneficiaries named in your Will. If you die without a will or… Read More »
Senior Loneliness has Become a Major Issue
A new body of evidence has accumulated just last year showing that senior loneliness has now become an epidemic in our country. Aging adults certainly aren’t immune from this epidemic. In fact, many aging seniors are experiencing loneliness at much higher rates than expected. AARP released a survey in 2019 indicating that over 42… Read More »