Elder Law

Surprises in your Golden Years should only be reserved for birthdays and wedding anniversaries! Seeking the counsel of an Elder Lawyer will help ensure the proper plan is in place for the “surprises” of coping with potential issues such as: disability, long term care needs, medical expenses, Medicaid, guardianships and the like. The Law Office of Joseph Marino, PC is ready to help you. Please see our Elder Law comprehensive planning checklist here.

Elder Law Checklist

Estate Documents

Last Will and Testament
Living Will
Health Care Proxy
Power of Attorney
Trusts
Revocable Trust
Irrevocable Trust
Special Needs Trust
Charitable Trust

Insurance Documents

Medical Insurance Policy
Long Term Care Insurance Policy
Life Insurance Policy(s)
Recent Annuity Statement

Financial Documents

Recent Statements for the following

Bank Accounts
CD’s
Stock/Bond/Mutual Funds
IRA/ROTH IRA’s
401k
Defined Benefit Retirement Plan

Other information regarding monthly income:

Rental Income
Business Interests
Other:

Assets

Real Estate
Collectibles
Art
Antiques
Jewelry

Liabilities

Credit Cards
Personal Loans
Auto Loans
Other Loans
Mortgages

Personal Information:

Name:
Address:
Telephone Number:
Email Address:
Date of Birth:
Married/Divorced /Widowed
If Married, name of Spouse:
Number of Children:
Is the client living in their home?
Is there a child living in the home that has acted as a caregiver?
Is the client planning or already been admitted to a nursing home or assisted living facility?
Is the client planning or already receiving Medicaid Benefits or other public assistance?
Has a guardianship, (including ad litem) or conservatorship proceeding been started? If yes, what court?