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Beneficiaries

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

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

Mar 16, 2020

Protect Your Spouse and Children by Updating Your Estate Plan

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

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