Recently, the Financial Industry Regulatory Authority (FINRA) issued a new regulation to protect investors from unscrupulous financial advisors and brokers. Rule 3241 limits the ability of a broker-dealer to be named as a beneficiary, executor, trustee, or power of attorney for one of their customers.» Read More
The law firm Norris McLaughlin, P.A., is pleased to present the Special Needs Spotlight Webinar Series. In this session, “SSI, SSDI, and SS for DACs,” Shana Siegel, a Member of the firm and Chair of its Elder Care & Special Needs Law Practice Group, addressed the legal and financial assistance available for a Disabled Adult Child (DAC), such as Supplemental Security Income (SSI), Supplemental Security Disability Insurance (SSDI), and Social Security (SS).» Read More
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
Imagine you get married and within a year or two, your new spouse passes away. Now, imagine that your grief is compounded with financial stress. That situation recently occurred for two of our clients. In both cases, the deceased spouse had not updated their estate plan and in both cases, this proved devastating for the surviving spouse.» Read More
The federal Centers for Medicare and Medicaid Services (CMS) have implemented new rules for Medicare reimbursement of skilled care in a nursing home.