Update Will at These 12 Times in Your Life

Benjamin LongBeneficiaries, Disinheritance, Executor, Guardians, Inheritance, Trusts, Wills

When to Update Your Will: 12 Life Events to Consider “It is also important to realize that it isn’t merely ‘why’ you are updating your …

Quirk in Medicare System’s Observation Status

Benjamin LongElder Law, Estate Planning, Medicare, Nursing Home

Benjamin E. Long – Championing Rights in Medicare Observation Status Cases As the founding attorney at Schlagel Long, LLC, with a focus on estate planning …

Elder Financial Abuse Fraud Occurs, When No One’s Watching

Benjamin LongDementia, Elder Financial Abuse, Executor, Fraud, Guardians, IRA, IRS

Benjamin E. Long: Protecting Your Legacy from Financial Abuse Expertise in Elder Financial Protection: With a deep understanding of the complexities surrounding elder financial abuse, …

Are You Making the Most of the Secure and Cares Acts?

Benjamin LongIncome Tax, IRA, RMDs

Changes to IRAs under the SECURE Act “There have been several law changes that affect IRAs passed since December 2019.” The SECURE Act made a …

Your Children Wish You Had an Estate Plan

Benjamin LongAdvanced Directive, Guardians, Healthcare, Long-term Care Planning, Nursing Home, Power of Attorney

“Without a proper elder law estate plan, the children’s responsibilities are even more exhausting, stressful and sad.”The Benefits of Having an Elder Law Estate Plan …

Tapping an Inherited IRA?

Benjamin LongBeneficiaries, Estate Planning Attorney, Inheritance, IRA, RMDs

Understanding Inherited IRA Rules and Regulations “When a loved one dies, any leftover IRA funds they had, goes to whomever they labeled as beneficiaries. If …

Don’t Shrink Your Estate With Last Minute Tax Planning

Benjamin LongCharity, Estate Planning Attorney, Gift Tax, Taxes

Estate Planning Strategies for Minimizing Taxes and Transferring Wealth “Estate planning strategies such as family limited partnerships and gifts to charitable trusts are part of …

Protecting a Digital Legacy

Benjamin LongDigital Assets, Estate Planning Attorney, Probate, Wills

The Importance of Protecting Your Digital Legacy “The world exists just as much online, as it does offline. Failing to recognize that when planning for …

What Exactly Does an Executor Do?

Benjamin LongAssets, Estate Planning Attorney, Executor, Heirs, Probate, Wills

Understanding the Executor’s Role in Estate Planning “Whether you’re planning ahead for your own heirs or have been asked to serve as executor for someone …

How Does a Spendthrift Trust Protect Heirs From Themselves?

Benjamin LongEstate Planning, Heirs, Probate, Trusts, Wills

Protecting Heirs with Spendthrift Trusts “What steps can be put into place to ensure an adult child, who makes poor decisions, will be secure after …