Category Archives: Seniors

Before Passing Along Valuables, Passing Along Values

Todd Fithian recently made a film for his four children. “I took the time to capture my stories, life lessons and family traditions, many of which have been passed down to me from my parents,” says Mr. Fithian, a 43-year-old managing partner of Legacy Cos., a Hingham, Mass., consulting firm to financial advisers. “These things…

Prepaid Funeral Plans Can Be a R.I.P.-Off

Paying for your own funeral in advance sounds like an ideal way to spare your survivors some stress and expense. But a growing number of consumers are finding that these “pre-need” funeral arrangements can come with unexpected costs and, all too often, outright fraud. A slew of recent state and federal investigations have uncovered everything…

Recognizing Elder Abuse

As elders become more physically frail, they’re less able to stand up to bullying and or fight back if attacked. They may not see or hear as well or think as clearly as they used to, leaving openings for unscrupulous people to take advantage of them. Mental or physical ailments may make them more trying…

Aging Drivers and the Law

Eight states (Florida, Georgia, Maine, Maryland, Oregon, South Carolina, Utah, and Virginia) and the District of Columbia require elderly drivers to take a vision test when renewing a license. Another way states monitor older drivers is by not allowing drivers over a certain age to renew their licenses by mail. Seven states (Alaska, Arizona, California,…

Cohabitating seniors: protect your rights

More and more seniors are living together without getting married. According to U.S. Census data, the number of cohabiting seniors nearly doubled between 1989 and 2000. For some seniors, marriage isn’t financially worth it‚ they don’t want to lose their former spouses’ military, pension, or Social Security benefits. Other seniors don’t want to have to…

Attended the 2-day 52nd Annual Probate and Estate Planning Seminar

Day 1 (Friday, June 15, 2012) 1.  Probate and Trust Law Update 2.  Cutting through the Klooster Clutter:  Joint Property and Uncapping 3.  Estate Planning and Investments 4.  Landscape in Lansing and Recent Legislation and Probate and Estate Planners 5.  Michigan Trust Code Update 6.  Fixing Broken Trusts:  Reformation, Construction, Amendments, and Decanting 7.  Medicaid…

Delta Township, Michigan Senior Fair

Raymond A. Harris with U.S. Representative Tim Walberg at the Delta Township Senior Fair, March 13, 2010.

Elderlaw & Disability Conference

On friday march 4 I attended the ninth annual elder law & disability conference. Lots of good info on medicaid, healthcare, and other important topics.

Article illustrates the danger of joint ownership: son’s creditors took his mother’s life savings

Many, many people use joint ownership as a cheap, do-it-yourself method to avoid probate or hiring an attorney to draft an estate plan. Unfortunately, it often has consequences that may not be apparent until it’s too late. For example, joint ownership can expose both parties to claims from one of the owner’s creditors, which is…

Elderlaw & disability conference

Am attending the State Bar of Michigan’s Elder Law & Disability conference at Crystal Mountain, Michigan today through Friday.

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