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Author: Tom

Should You Name a Trust Protector?

Posted on April 29, 2025 | by Tom

When setting up a trust, many people focus on choosing the right trustee and outlining clear instructions for how assets should be managed and distributed. But one important role that’s often overlooked is the trust protector. Depending on your goals, naming a trust protector can Continue reading →

Posted in Uncategorized

How to Spot and Avoid Elder Scams in 2025

Posted on April 22, 2025 | by Tom

Financial scams targeting older adults continue to evolve—and in 2025, the tactics are more sophisticated than ever. Whether it’s a phone call from a fake government agency, a text claiming your grandchild is in trouble, or a seemingly harmless email asking for account verification, Continue reading →

Posted in Uncategorized

What Is the “Sandwich Generation” and Why Do They Need a Plan?

Posted on April 15, 2025 | by Tom

If you’re in your 30s, 40s, or 50s and find yourself caring for both your children and your aging parents, you’re part of what’s known as the “Sandwich Generation.” It’s a term that perfectly captures the experience of being caught in the middle—juggling responsibilities on both ends Continue reading →

Posted in Uncategorized

The Hidden Costs of Aging in Place

Posted on April 8, 2025 | by Tom

For many people, the idea of aging in place—staying in your own home as you get older—feels like the best option. It’s familiar, comfortable, and full of memories. But what’s often overlooked are the hidden costs and legal planning that go along with making that choice a safe and Continue reading →

Posted in Uncategorized

Legal Protections for Seniors Facing Cognitive Decline

Posted on March 25, 2025 | by Tom

As seniors age, cognitive decline can impact their ability to make important legal, financial, and medical decisions. Whether due to Alzheimer’s, dementia, or other conditions, it’s crucial to have legal protections in place to safeguard their well-being and ensure their wishes are Continue reading →

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March and Estate Planning: Why Tax Season Is the Perfect Time to Review Your Estate Plan

Posted on March 18, 2025 | by Tom

As tax season gets underway, many people take time to review their finances, gather documents, and ensure they’re meeting tax obligations. Since tax season already has you reviewing your finances, it’s also a great time to take a fresh look at your estate plan and make any necessary Continue reading →

Posted in Uncategorized

Estate Planning Myths vs. Facts: What You Need to Know

Posted on March 11, 2025 | by Tom

Estate planning is often misunderstood, leading many to delay or avoid it altogether. Unfortunately, believing in common myths can leave you and your loved ones unprotected. Let’s debunk some of the most persistent misconceptions.

Myth #1: “I don’t need a will if I don’t have many Continue reading →

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Don’t Leave Your Legacy to Luck: Estate Planning for a Secure Future

Posted on March 4, 2025 | by Tom

St. Patrick’s Day is all about shamrocks, leprechauns, and the “luck of the Irish.” But when it comes to estate planning, luck is not a strategy. Without a well-crafted plan, your assets, loved ones, and final wishes could be left to chance—or worse, to court decisions that don’t Continue reading →

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When Is the Right Time to Set Up a Medicaid Asset Protection Trust?

Posted on February 25, 2025 | by Tom

Why Timing Matters:
At Roth Elder Law, we believe that proactive planning is the key to protecting your future. With over 25 years of experience as both estate planning attorneys and CPAs, we’ve seen firsthand how a timely Medicaid Asset Protection Trust (MAPT) can safeguard your Continue reading →

Posted in Uncategorized

Estate Administration Mistakes That Can Cost You

Posted on February 18, 2025 | by Tom

Why This Matters
Serving as an executor is both an honor and a heavy responsibility. At Roth Elder Law, we know that estate administration can be complex, involving legal deadlines, financial obligations, and family dynamics. Our goal is to help you navigate this process with confidence, Continue reading →

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Recent Posts

  • Should You Name a Trust Protector?
  • How to Spot and Avoid Elder Scams in 2025
  • What Is the “Sandwich Generation” and Why Do They Need a Plan?
  • The Hidden Costs of Aging in Place
  • Challenges of Estate Administration After Losing a Loved One

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