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Estate Planning

Jun 30, 2020

Special Needs Spotlight Webinar Series: Creating a Letter of Intent and a Life Plan

The law firm Norris McLaughlin, P.A., is pleased to present this Special Needs Spotlight Webinar Series. In the fifth session, “Creating a Letter of Intent and a Life Plan,” Abbey M. Horwitz, a Member of the firm, spoke with Elizabeth McKenna, CFP and Chartered Special Needs Consultant of Merrill Lynch Wealth Management, and Heidi Rome, internationally-recognized expert on the autism journey for mothers, Autism Mom Coach, and founder of Moms Spectrum OasisRead More

Jun 23, 2020

Special Needs Spotlight Webinar Series: When and How to Use an ABLE Account

The law firm Norris McLaughlin, P.A., is pleased to present the Special Needs Spotlight Webinar Series. In the third session, “When and How to Use an ABLE Account,” Shana Siegel, a Member of the firm and Chair of its Elder Care & Special Needs Law Practice Group, was joined once again by Elizabeth McKenna, ChSNC™, CFP®, of Merrill Lynch Wealth ManagementRead More

Jun 10, 2020

Special Needs Spotlight Webinar Series: Integrating Financial & Legal Planning for Families with a Child with a Disability

The law firm Norris McLaughlin, P.A., is pleased to present the second session of the Special Needs Spotlight Webinar Series, “Integrating Financial & Legal Planning for Families with a Child with a Disability.” Shana Siegel, a Member of the firm and Chair of its Elder Care & Special Needs Law Practice Group, and Elizabeth McKenna, CFP and Chartered Special Needs Consultant at Merrill Lynch Wealth Management, spoke on financial, estate, and other legal planning for families with children with special needs.» Read More

May 27, 2020

Special Needs Spotlight Series: Taking Control – Harnessing Anxiety & Turning It Into a Plan

The law firm Norris McLaughlin, P.A., is pleased to present the Special Needs Spotlight Webinar Series. In this introductory session, “Taking Control – Harnessing Anxiety and Turning it Into a Plan,” Shana Siegel, a Member of the firm and Chair of its Elder Care & Special Needs Law Practice Group, spoke with Trish Colucci Barbosa, RN and Care Manager at Peace Aging Care Experts, LLC, and Elizabeth McKenna, CFP and Chartered Special Needs Consultant at Merrill Lynch Wealth ManagementRead More

May 18, 2020

How Can I Protect Myself From Financial Exploitation as I Age?

In our office, we think a lot about solo seniors – older adults who live alone and have no immediate family. Right now, we are working on an unfortunate case where multiple bad actors took advantage of a vulnerable woman, taking hundreds of thousands of dollars.» Read More

Apr 27, 2020

Understanding Fiduciary Roles and Considerations in Choosing Who to Appoint

One of the hardest things for us to talk about is planning for end-of-life care. This includes appointing fiduciary roles to make decisions concerning health care and expressing wishes regarding life-prolonging measures and treatment. Unfortunately, most people wait too long before consulting an elder law attorney about estate planning and health care documents, which may be costly.» Read More

Apr 15, 2020

If Not Now, When? New Legislation Simplifies Estate Planning in the Time of Coronavirus

New Jersey Governor Murphy has just made it easier to complete your estate planning during this coronavirus (COVID-19) pandemic. Many law firms, like ours, are offering Zoom meetings and phone consultations to comply with the social distancing measures. We email and mail documents to our clients.» Read More

Apr 08, 2020

Preparing for Illness in the COVID-19 World

My symptoms for the suspected COVID-19 illness began three weeks ago with a fever, fatigue, nausea, and a loss of my sense of smell and taste. While I was one of the extremely fortunate patients who ultimately did not struggle with shortness of breath, the fear that I could become short of breath at any moment was real and the anxiety almost crippling at times.» Read More

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