Tag Archives: accountant

Planning for the Well Spouse

By Bernard A. Krooks, Esq., Certified Elder Law Attorney When a spouse becomes ill, the well spouse is suddenly faced not only with the emotional toll, but the burden of handling all the financial responsibilities and long-term planning on his … Continue reading

You have the Power: Power of Attorney

By Bernard A. Krooks, Certified Elder Law Attorney A power of attorney (POA) is a legal document in which one person (in legal terms, “the principal”) appoints another person (“the agent”) to act on behalf of the principal. It allows … Continue reading

Retirement Plans

If retirement plan accounts (e.g., 401k, IRA) are left at your death to anyone other than a surviving U.S. citizen spouse, such accounts are subject to both income and estate taxes (if left to a surviving U.S. citizen spouse then … Continue reading

How to Find and Select an Elder Law Attorney

If you have a family member with Alzheimer’s disease, there are many issues that need to be addressed. Often, legal issues take a back seat to medical issues, quality of care, caregiver issues, respite and the like. However, properly addressing … Continue reading