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Interview with Dementia Counselor Tami Anastasia Part Four – Transitioning Care to a Long Term Care Community (VIDEO)

Elder Care, Retirement, and Medi-Cal Videos, Videos, Geriatric Care, Elder Care, Caregiving, Elder Law and Geriatric Care

In this video, Litherland, Kennedy & Associates Geriatric Care Manager Dedra Jize interviews Dementia Counselor Tami Anastasia about transitioning care to a long term care community. This is the fourth in a series of video discussions between Dedra and Tami and we are excited to be able to provide these helpful resources on dementia and caregiving. https://www.amazon.com/dp/B09PHH7G6D.  Visit Tami Anastasia's website https://tamianastasia.com/. for information on Caregiver Counseling, … [Read more...] about Interview with Dementia Counselor Tami Anastasia Part Four – Transitioning Care to a Long Term Care Community (VIDEO)

Litherland, Kennedy & Associates Attend Exclusive Educational Conference to Further Elevate Their Practice

General

Leading Silicon Valley estate planning and elder law attorneys, Justin M. Kennedy and Maggie A. LaBranch-Gonzales, and Director of Marketing and Client Relations Wendy Harshbarger, convened with other premier legal professionals deep in the heart of Texas as the American Academy of Estate Planning Attorneys hosted their 2022 Spring Summit May 12-15, 2022, at Austin Marriott Downtown, in Austin, Texas. This is the Academy’s 29th Spring Summit and their first Summit outside their home base of San … [Read more...] about Litherland, Kennedy & Associates Attend Exclusive Educational Conference to Further Elevate Their Practice

What an In Terrerem Clause Can Do for You

Will, no contest clause, in terrorem clause, disinherited beneficiary, Legal Education, Trust, Estate Planning

Estate Planning practitioners field questions regarding disinheriting beneficiaries regularly. The second question often relates to what happens when that beneficiary or any other tries to have the estate plan or portions thereof overturned. An “in terrorem” or “no contest” clause usually acts as a deterrent to such beneficiaries by completing divesting them of their inheritance should they choose to initiate a lawsuit. Read on to learn more … [Read more...] about What an In Terrerem Clause Can Do for You

The Toll of Serving as Fiduciary

Estate Planning, Legal Education

Estate Planning attorneys balance competing interests when helping clients decide who they should name as personal representative and trustee. Some of the factors that a client needs to consider are the nominee’s responsibility, financial savvy, and temperament. These factors influence the fiduciary’s ability to pay debts, expenses, claims, negotiate on behalf of the estate, and to conclude the administration of the estate or trust. While many individuals consider acting in this capacity a great … [Read more...] about The Toll of Serving as Fiduciary

The Power in Powers of Appointment

powers of appointment, LPOA, GPOA, Legal Education, Estate Planning

Estate Planning attorneys balance competing interests when creating estate plans. Uncertainty about the future concerning taxes and each beneficiary’s situation requires flexibility in an Estate Plan. Powers of appointment offer Estate Planning attorneys a way to add flexibility to a plan without complication. When creating powers of appointment, it’s important to consider not only the reason for including the power but also the way it needs to be exercised. Read on to learn more … [Read more...] about The Power in Powers of Appointment

Application of the Updated Life Expectancy Tables

consumer, IRA, Estate Planning, Retirement, Legal Education, Retirement Planning

Blog Author:  Tereina Stidd, J.D., LL.M. (Tax), Associate Director of Education, American Academy of Estate Planning Attorneys, Inc. Although Individual Retirement Accounts (“IRAs”) have become ubiquitous in the Estate Planning world, they are relatively young having been created in 1974 with the passage of the Employee Retirement Income Security Act. Recently, the Setting Every Community Up for Retirement Enhancement Act of 2019 (“SECURE Act”) made significant changes to the rules regarding … [Read more...] about Application of the Updated Life Expectancy Tables

Interview with Dementia Counselor Tami Anastasia Part Three – Communication and Dementia (VIDEO)

Incapacity Planning, Elder Law and Geriatric Care, General, Caregiving, Elder Care, Retirement, and Medi-Cal Videos, Videos, Geriatric Care, Elder Care

In this video, Litherland, Kennedy & Associates Geriatric Care Manager Dedra Jize interviews Dementia Counselor Tami Anastasia about the challenges of effective communication when interacting with someone who has dementia. This is the third in a series of video discussions between Dedra and Tami and we are excited to be able to provide these helpful resources on dementia and caregiving. Visit Tami Anastasia's website https://tamianastasia.com/ for information on Caregiver Counseling, … [Read more...] about Interview with Dementia Counselor Tami Anastasia Part Three – Communication and Dementia (VIDEO)