Author: 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 →

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 →

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 →

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 →

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 →

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 →

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 →

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 →

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 →

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 →