January 23, 2017
by Raleigh Lawyer
Comments Off on Reasons to Hire an Elder Law Attorney

Reasons to Hire an Elder Law Attorney

You may be considering whether or not to hire an elder care lawyer to help with your legal planning or the plans of an aging loved one. An elder care lawyer differs from a traditional lawyer because he is able to meet the needs of a senior citizen, which are often different from the needs of other clients.

Why Hire a Wills Lawyer in Cary NC for Elder Care?

At Klish and Eldreth, our wills lawyer in Cary NC has worked with numerous senior citizens and their families to establish plans that ensure they are taken care of as they age. Let’s take a look at a few of the reasons why you should hire an elder care lawyer.

  1. The legal issues surrounding someone older may be different than what a younger person faces, so someone who has experience working with senior citizens can help ensure that the proper documents are drawn up in order to protect the senior and his or her wishes.
  2. Elder law is a branch that covers many different types of legal issues, but it focuses on the needs of senior citizens. Some of the specific topics that an elder care lawyer may cover are listed below. A wills lawyer in Cary NC can offer guidance in many of these areas.
  •         Living wills
  •         Estate planning
  •         Asset protection
  •         Probate and administration of trusts
  •         Durable power of attorney
  •         Medicaid claims and appeals
  •         Social security claims
  •         Disability claims
  •         Retirement and pension benefits
  •         Guardianships or conservatorships
  •         Long term care placement
  •         Nursing home issues
  •         Elder abuse or fraud

If you have questions about hiring an elder care lawyer, we have answers. Give us a call at Klish and Eldreth and speak with an elder care lawyer who knows the needs of senior citizens and their families. We can help make the process easier. Also, be sure to visit back with our next blog post to learn more about why you might need to hire a wills lawyer in Cary NC to help with elder care plans. 

Estate planning is one of the most important parts of life that often times get overlooked. If you’ve yet to begin planning or haven’t updated in a while it might be time to think about doing so.  Just contact our wills lawyer in Cary NC to begin estate planning, today. As always, for more information from Klish and Eldreth, PLLC be sure to visit back with us, soon! If you have any questions, contact us concerning any and all estate planning concerns!

Klish and Eldreth, PLLC

Are you looking for a wills lawyer in Cary NC?  Contact Klish and Eldreth, PLLC to schedule a consultation with us to get started with your estate plan. We are here to help you with all your legal matters, whether it be estate planning, trademarking, copyrighting, or DWI issues.

January 21, 2017
by Raleigh Lawyer
Comments Off on Necessary Elder Care Documents, continued

Necessary Elder Care Documents, continued

Welcome back. We are here to talk more about elder care documents that will be included in estate planning in Cary NC. In our previous blog post, our lawyers began this discussion. Today, we will offer more information.

Elder Care and Estate Planning in Cary NC

As we mentioned in our previous blog, senior citizens may need help with elder care plans if they want to plan for what happens to them in the future. As they age, they may not be able to make decisions about health care, living arrangements, and finances. Having a plan in place can help ease the burden that the family could face. Below, you’ll find other documents that should be included in estate planning in Cary NC for elder care.

Financial Documents

When outlining what happens to your assets, you will need to have access to the documents below in order to determine how your assets will be handled.

  • Bank information for savings and checking accounts
  • Tax returns
  • A list of savings bonds
  • Deeds to any property
  • Titles for cars or other vehicles
  • Account statements for IRAs or other brokerage accounts
  • Policy information for 401ks or other retirement plans
  • A list of any debts from loans or credit cards

We hope this information helps you better understand elder care and the documents you’ll need within your plan. If you need help with estate planning in Cary NC, be sure to contact our lawyers. We are here to help.

Being prepared for a meeting with an elder care lawyer may make the process of establishing an estate plan easier. At Klish and Eldreth, our elder care lawyer can help you with estate planning in Cary NC. Give us a call today to make an appointment.

Klish and Eldreth | Estate Planning in Cary NC

Remember, if you don’t have an estate plan in place or haven’t reviewed yours in several years, now might be the best time to start. Our estate lawyer is here to help you get your estate planning in order and ready should you pass in an untimely manner or become incapacitated at some point. It’s better to be safe than sorry when it comes to an estate plan. Contact our office.

As always, feel free to contact us at our office to schedule a consultation with if you are looking for a lawyer to represent you in other legal matters. We are here to assist you with small business needs, trademarking, copyrighting and  DWI issues.

January 19, 2017
by Raleigh Lawyer
Comments Off on Necessary Elder Care Documents

Necessary Elder Care Documents

Senior citizens may need help from a lawyer experienced in elder law if they want to plan for what happens to them in the future. As they age, they may not be able to make decisions about health care, living arrangements, and finances. Having a plan in place can help ease the burden that the family could face. Our estate lawyers in Cary NC are here to discuss the necessary documents needed.

Elder Care Documents | Estate Lawyers Cary NC

If you are a senior citizen, or if you are approaching an age where you want to ensure your wishes are protected, you may want to meet with estate lawyers in Cary NC to discuss and to create an estate plan that also includes elder care documents. When meeting with a lawyer to discuss elder care needs, there are several documents you may need in order to establish a plan that ensures all areas are taken care of properly.

You do not have to wait for a major life event to occur in order to create or update plans for your future or the future of your aging loved one. Examples of major life events include when someone is moved into a senior community or nursing home, when someone is hospitalized, or if someone becomes incapacitated or passes away. Having a plan in place before any of these instances arises will ensure that your wishes are followed.

Let’s take a look at the necessary elder care documents that can help you be well prepared for your meeting. They can be divided into three major sections: general documents, healthcare information, and financial documents.

General Documents

In order to start an estate plan, basic information and documents will be needed during the first

visit with our estate lawyers in Cary NC. They may include:

  • Name, address, phone number, date of birth and marital status
  • A copy of Social Security card
  • A copy of any previous wills or estate plans

Healthcare Documents

These documents will outline what you want to happen should you become ill or otherwise incapacitated. You can decide what treatment you want, how you should be cared for and what your wishes are when it comes to resuscitation, quality of life, and other end of life treatments that may arise during a medical emergency. You may need to bring in the following forms during your meeting:

  • Copy of personal medical history
  • Copy of Medicare card, if applicable
  •  Health insurance policies, including any additional long-term care insurance

Our estate lawyers in Cary NC are here to help you with all your elder care needs. To learn more about necessary documents, be sure to visit back with our next blog post.

Estate Lawyers in Cary NC

Remember, if you don’t have an estate plan in place or haven’t reviewed yours in several years, now might be the best time to start. Our estate lawyers in Cary NC are here to help you get your estate planning in order and ready should you pass in an untimely manner or become incapacitated at some point. It’s better to be safe than sorry when it comes to an estate plan. Contact our office.

As always, feel free to contact us at our office to schedule a consultation with if you are looking for a lawyer to represent you in other legal matters. We are here to assist you with small business needs, trademarking, copyrighting and  DWI issues.

 

January 17, 2017
by Raleigh Lawyer
Comments Off on Elder Law FAQ, Part Four

Elder Law FAQ, Part Four

We are back with our final installment to this series. We hope you’ve learned about elder care and how important it is as a part of estate planning in Cary NC. If you have any questions while reading this or other blogs in the series, contact us. We are here to help.

Elder Care and Estate Planning in Cary NC

Below, you’ll find the final two questions and answers that should help you better understand elder or life planning and care.

What is Medicaid?

Medicaid is a social program that gives people with limited resources health care. In cases of senior citizens, it can help provide care for them in a nursing home or a home healthcare system that is certified.

There are limits on assets that can prevent someone from qualifying, but a Medicaid annuity can be purchased and paid back in the form of monthly payments. These payments can go toward the cost of living in a nursing home with the remainder being paid by Medicaid. If you or your loved one has limited resources for healthcare, it is an option to consider. An elder law attorney can help you through the application process, which can be complex and time consuming.

What is a look-back period?

People with assets that disqualify them from Medicaid can give away their assets or put them in an irrevocable trust in order to meet the financial requirements.  When someone gives away assets and then applies for Medicaid, financial records from the last five years are reviewed to see what transfers were made. If a gift or transfer was made during that period, or “look-back,” he or she will not qualify for Medicaid until that amount of money is used for care.  This is another reason it is important to plan ahead.

Thanks for reading our series on elder law. Stay tuned for more posts about this branch of law. In the meantime, if you have questions, don’t wait. Call Klish and Eldreth today to make an appointment to talk with our elder law attorney. We look forward to helping you with your legal needs!

Klish and Eldreth | Estate Lawyer Cary

Keeping your estate plan up-to-date with changes is important. Meeting with your estate lawyer in Raleigh quarterly, semi-annually, or at least annually might be a good idea. That way, you can ensure that all changes are updated and documented properly, in the event that you have an untimely incapacitation or death.

Remember, if you don’t have an estate plan in place or haven’t reviewed yours in several years, now might be the best time to start. Our estate lawyer in Raleigh is here to help you get your estate planning in order and ready should you pass in an untimely manner or become incapacitated at some point. It’s better to be safe than sorry when it comes to an estate plan. Contact our office.

As always, feel free to contact us at our office to schedule a consultation with if you are looking for a lawyer to represent you in other legal matters. We are here to assist you with small business needs, trademarking, copyrighting and  DWI issues.

Missed other blogs in this series? Visit them below:

January 15, 2017
by Raleigh Lawyer
Comments Off on Elder Law FAQ, Part Three

Elder Law FAQ, Part Three

Elder law focuses on meeting the legal needs of senior citizens. At Klish and Eldreth, our estate planning attorney in Cary NC is able to help you and your family plan for the care and financial matters of your aging loved one. In this series we are answering frequently asked questions.

Elder Care Questions | Estate Planning Attorney in Cary NC

Let’s take a look at a few more questions you may have about this area of law and how it can help you and your family plan for the future.

What is the next step?

Once you or your loved one has made the decision to put a plan in place, you should meet with an estate planning attorney in Cary NC. If you and your siblings are working together with a parent, you can plan for all parties to be present. If your parent or aging loved one is of sound mind, he or she will need to be present as well. Communication among everyone involved is key in creating a plan that will meet the needs of the senior citizen involved and the family who needs to be aware of the decisions being made.

What types of things are covered?

When meeting with an attorney, there are a few standard issues that will be covered, but each case is different, so it can vary.

Estate planning, which includes naming a power of attorney, may be discussed if one needs to be appointed. A power of attorney makes decisions on someone’s behalf when he or she is not able to do so. A healthcare directive makes medical decisions, while a power of attorney makes financial decisions.

A will and trust are generally included in an estate plan. This ensures that the person’s assets are distributed as he or she wishes. In order for medical information to be released to entities as needed, a HIPAA release form may need to be signed so that the information will be available.

Stay tuned for our final installment of this blog series on elder care and how to better understand it.

Call Klish and Eldreth today to make an appointment with our elder law attorney. We can serve you and your family in our convenient location. Also, our estate planning attorney in Cary NC is ready to help you with your New Year’s estate planning resolutions. Give us a call today.

Klish and Eldreth | Estate Planning Attorney in Cary NC

Remember, if you don’t have an estate plan in place or haven’t reviewed yours in several years, now might be the best time to start. Our estate lawyer is here to help you get your estate planning in order and ready should you pass in an untimely manner or become incapacitated at some point. It’s better to be safe than sorry when it comes to an estate plan. Contact our office.

As always, feel free to contact us at our office to schedule a consultation with if you are looking for a lawyer to represent you in other legal matters. We are here to assist you with small business needs, trademarking, copyrighting and  DWI issues.

Missed other blogs in this series? Visit them below: