Welcome to the July issue of the Texas Elder Law E-letter
THANK YOU KAAM 770 AM for your continued support of the Alzheimer’s Association. Your recent generous commitment of $7,500 to our walk team, Michael’s Marchers, for the Alzheimer’s Walk being held on Saturday, October 1 is greatly appreciated. We also appreciate your weekly radio show dedicated to Alzheimer’s Issues.
If you wish to be a part of our walk team, "Michael's Marchers" (whether or not you walk or contribute), for the benefit of the Alzheimer's Association, you may sign up on our website at www.dallaselderlawyer.com or click here to register online. We would love to have you join us. Again, you do not need to walk or contribute or even be there, we would just love your support to help fight this terrible disease which will only grow as our population ages if we don’t do something about it. Also, if you are interested in more information about the Alzheimer’s Association, you can get their newsletter with the following link: http://www.alz.org/apps/email_signup.asp
Our next free "Estate Planning Essentials" workshop scheduled for Saturday, July 23 from 10:00 – 12:00 noon is “sold out” and has a waiting list. The next “Estate Planning Essentials” workshop will be held on Tuesday, August 23 from 1:00 to 3:00 p.m. To sign up for the August workshop, you may call us at (214) 720-0102 or sign up online at www.dallaselderlawyer.com or click here to register online.
Michael B. Cohen and Michelle Finamore will be conducting a Continuing Education luncheon (for nurses, social workers and discharge planners) event for employees of Baylor Scott and White Medical Center in Plano on "Elder Law Planning" on Tuesday, July 19.
A special thank you to Investing Makes Me Sick for referring so many of their clients to the July workshop. Thanks also to Gary Bolton who gave a bonus workshop on "VA Aid and Attendance" on July 14. We are also having a "bonus workshop" given by Len Martinez on "The ABCs of Medicare" on August 2 from 1:00-2:00 p.m. To sign up for a bonus workshop, you may call us at (214) 720-0102 or sign up online at www.dallaselderlawyer.com or click here to register online.
Social Security expert Tom Clark will speak on how to get the most out of Social Security at Abuelo’s restaurant in Plano on Tuesday, August 30 from 6:30 – 8:00 p.m. This is designed for those approaching retirement or the age when Social Security is to be elected. To register for this you can call Jennifer at (214) 720-0102 or click here to register online. This presentation is hosted by Ricker Retirement Specialists.
Also don't forget Michael B. Cohen can be heard on his radio show "Know Your Legal Rights" which is every Tuesday at 1:00 p.m. and every Saturday at 2:30 p.m. on KAAM 770 AM. Podcasts of the shows are available on our website. If you want a question to be addressed on a future show, please mention the same on our website, and we'll discuss the relevant topics.
Michael B. Cohen & Associates, Investing Makes Me Sick, Ricker Retirement Specialists, Tom Clark, are not affiliated, and the companies have not requested nor authorized any association with Michael B. Cohen & Associates.
Last year, our state legislature revised the Estates Code whereby the will of one who is deceased could be modified or reformed by a court for either tax reasons or in connection with qualification or eligibility for public benefits.
Although this author is not an accountant (and one should discuss his or her own individual tax situation with his or her personal accountant), I am often asked if estate planning fees are tax deductible.
In many states, seniors have the right to decline jury duty based on their age. But the age limits and rules vary by state and by type of court, so if you are summoned for jury duty, check with the court to determine if you are exempt.
In recent years a number of non-lawyers have started businesses offering Medicaid planning services to seniors. While using one of these services may be cheaper than hiring a lawyer, the overall costs may be far greater.