Category Archives: Elder Law

Tax Scam Phone Calls

With tax time fast approaching, there are more and more reports of telephone scams involving people claiming to be from the IRS and demanding payment of money over the phone.

The IRS has a list of scams on their website, including the most recent telephone one.

As they point out:

Note that the IRS will never: 1) call to demand immediate payment, nor will the agency call about taxes owed without first having mailed you a bill; 2) demand that you pay taxes without giving you the opportunity to question or appeal the amount they say you owe; 3) require you to use a specific payment method for your taxes, such as a prepaid debit card; 4) ask for credit or debit card numbers over the phone; or 5) threaten to bring in local police or other law-enforcement groups to have you arrested for not paying.

It is important to be vigilant and to let your aging relatives (who can be particularly vulnerable) know to ignore these calls. The callers often disguise their telephone numbers to make it look like they are calling from the IRS, and they may even know personal information about the person they are calling.

If you or a relative receive one of these phone calls and want to verify that it was not the IRS calling, you can reach out to the IRS at the contact information found on their official website. DO NOT call the phone number left by the supposed “IRS agent,” no matter how urgent they claim the call to be.

Read the Fine Print!

I’ve run into a couple of situations recently where clients received mail that looked “official” but turned out to be a company trying to make my client pay for something that they could get for free. The first was an unsolicited mailing from a company offering to help my client transfer some stocks after herContinue Reading

Where is your will?

In the “old days” lawyers used to keep their clients’ Last Wills in their offices. Lawyers tended to stay in their practices for decades, and people didn’t move as often as they do now. It also made it so that the client’s heirs had to go back to that attorney when the client passed away,Continue Reading

Action Item: Share Some Information This Week

What is a quick action you can take this week to make your and your family’s life easier in the event of an emergency? Share some information! This can be as little as telling someone who your attorney, accountant and financial advisor are so they can contact them if they need to help you. OrContinue Reading

Food, Feelings and End of Life Wishes

The New York Times has a recent article about Food and the Dying Patient. It talks about a patient with dementia who could no longer swallow. When they tried to feed her she aspirated the food into her lungs which was causing pneumonia. The doctors turned to the family to decide whether they wanted aContinue Reading

Supporting Your Sibling Who Is a Caregiver

A lot of my clients are caregivers. They are adult children of parents whose health is failing, whose house may be falling apart, whose mind is fading and whose world is dwindling. They are the sibling of a person who has and will be dependent upon someone due to intellectual disabilities or severe mental healthContinue Reading

Moving An Out of State Guardianship To Massachusetts

Here is a scenario that happens everyday: Sue Jones lives with her daughter Mary Jones in Georgia. Mary has intellectual disabilities and Sue was appointed as her guardian by a court in Virginia. Sue and Mary move to Massachusetts. Sue visits with an attorney to make sure everything is in order and asks “does myContinue Reading

Happy Health Care Decisions Day!

April 16th is National Health Care Decisions Day.  While some of the seemingly fake holidays can make one roll their eyes, others, like Health Care Decisions Day (and Be Kind To Lawyers Day) are valuable reminders to pause and take care of important business. We are all in charge of our own health care decisionsContinue Reading

When Should I Write My Will? A Lesson from House, M.D.

I was watching a rerun of House, MD last night. One of the main character doctors became severely ill over the span of a couple of days. Finally, in severe pain, he was going to be put into a medically induced coma with the chance he might not survive. At this point he feebly tellsContinue Reading

Plymouth County Tracking For People With Alzheimer’s

There have been several local incidents over the past couple of months of people with Alzheimer’s who have wandered off. While most of them were found unharmed, in one of these cases, the man was found deceased a few days later. Even if the family has someone with the individual at all times, there isContinue Reading