Elderlaw News January 2012

January 2012

To Clients, Colleagues, and Friends:

To Clients, Colleagues and Friends

As you may have noticed, We had some issues with our earlier link so here is our second attempt!

Julian Gray, CELA recently appeared on KDKA’s “Life Begins at 50” with Carol Lee Espy to discuss caregiver children and Veterans benefits. View the segment below:

Julian Gray KDKA Interview

Medicare Beneficiaries: Make Sure Your Equipment Supplier Works With Medicare

In October, Medicare beneficiary David P. (not his real name), was shocked to see a charge of more than $1,000 on his credit card statement. The charge was for the complete cost of renting a machine he needed to help him recover from knee replacement surgery. The equipment is covered by Medicare, so Mr. P. thought he would be responsible only for his 20 percent co-payment.


When Should You Update Your Estate Plan?

Once you’ve created an estate plan, it is important to keep it up to date. You will need to revisit your plan after certain key life events.


Book Review: Moving Forward on Your Own: A Financial Guidebook for Widows

Losing a husband is overwhelming and devastating. This book is an interactive workbook designed to help widows navigate both the financial and emotional dimensions of their loss.


A Letter of Instruction Can Spare Your Heirs Great Stress

While it is important to have an updated estate plan, there is a lot of information that your heirs should know that doesn’t necessarily fit into a will, trust or other components of an estate plan. The solution is a letter of instruction, which can provide your heirs with guidance if you die or become incapacitated.


Social Security’s Benefits for Spouses

Social Security doesn’t just pay retirement benefits to retired workers; in some circumstances, it also provides benefits to a worker’s spouse or ex-spouse and to a deceased worker’s surviving spouse. Here are the ins and outs of spouse and survivor benefits.