Recent Newsletters

LEGISLATURE ADOPTS NEW LAWS TO PROTECT ELDERS AND VULNERABLE ADULTS

While school funding and bickering over the capital budget got the lion’s share of attention in the most recent Washington legislative session, important changes were also made to the criminal code in an effort to help protect elders and other vulnerable adults. Financial and physical abuse of elders and vulnerable adults is a growing epidemic. more »

WHO COUNTS ON YOUR ACCOUNTS?

Consider this. Dad is getting on in years and increasingly relies on his kids, Jane and John, to help him with everyday tasks. Jane is an accountant so she handles dad’s finances. Dad is pretty old fashioned and almost all of his assets are in his checking and savings accounts. John is a doctor so more »

ELDER LAW…WHAT THE HECK IS THAT?

Many moons ago, a young lawyer (let’s call him Barry) was sworn into the Washington State Bar Association by a local judge. After Barry swore to uphold the laws of the land and to be a dutiful officer of the court, the judge looked at Barry and inquired, “Young man, what sort of law do more »

SHOULD YOU TRUST YOURSELF?

“Do I need a trust?” This is one of the most common questions we get from clients.  Lots of people seem to know that trusts exist, but very few seem to know their purpose and when they might be needed.  In this month’s newsletter we will discuss some trust essentials as well as the basics more »

THE LEGISLATURE’S HOLIDAY GIFT TO ALL OF US!

If you’re a regular reader of this newsletter, you’re aware that we feel Powers of Attorney (POAs) are absolutely vital estate planning documents. We’ve previously addressed a variety of topics surrounding POAs and the foundation of these discussions has been Washington’s Power of Attorney Statute, Revised Code of Washington (RCW) 11.96.  Well, that’s about to more »

CONGRESS MAKES A LONG OVERDUE FIX

In 1993, Congress enacted the Omnibus Budget Reconciliation Act of 1993 (commonly referred to as OBRA 93).  Section 1396p(d)(4)(A) of OBRA was a godsend for many people living with disabilities and receiving public benefits such as Supplemental Security Income (SSI).[1]  Most benefit programs (such as SSI) have asset limitations that require recipients have almost no more »

LIONS, TIGERS AND BEARS!…BUT MOSTLY CATS AND DOGS

Whether your animals are furry, feathered or scaled, when you bring a pet into your life they become part of your family. They deserve all the love and caring you can muster.  Part of this love and caring is planning for your pet after you are gone or if you can no longer care for more »

DO YOU HAVE THE CAPACITY?

We all have those moments…you walk into the garage and can’t remember why you’re there; you meet your boss’ husband for the umpteenth time and suddenly can’t remember his name. Some people jokingly call these “senior moments.”  They are totally normal and everyone has them.   Even though most people understand that a bit of forgetfulness more »

BEWARE THE ARBITRATION CLAUSE

You heard it from your dad a thousand times. “I never want to go to a nursing home.  When it comes time for me to die, I’m going right here in my own house!”  You’ve done everything you can to respect dad’s wishes.   You even retired early and moved into his house to provide care.  more »

Senior Housing Options

    It’s a safe bet that pretty much everyone wants to live at home as long as possible. All too often, however, reality intervenes and wreaks havoc with plans for “aging in place.”  Regardless of whether moving from home is by choice or necessity, sorting out senior living options is a daunting task.  There more »