Rutkowski Law Firm


Estate Planning & Elder Law

Newsletter Archive

The Rutkowski Report newsletter

Elder Law Update - September 2020

In This Issue

  • What Is A Revocable Living Trust?
  • What Is Trust Funding And Why Is It Essential?
  • Pets Are More Popular Than Ever. A Pet Trust Could Help Protect Yours.

Estate Planning newsletter

Estate Planning Update - August 2020

In This Issue:

  • Is There a Difference Between a Special Needs Trust and a Supplemental Needs Trust?
  • The Benefits and Importance of Designating Beneficiaries in Your Retirement and Other Accounts

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Estate Planning newsletter June 2020 edition

Estate Planning Update - June 2020

In This Issue:

  • Without Your Own Estate Plan, the Government Will Make One For You! (What Could Possibly Go Wrong?)
  • Special Needs Planning Mistakes

Estate Planning Update - April 2020

  • COVID-19 Update: 50% OFF Key Planning Documents Every Family Needs. Especially Now
  • Estate Planning Challenges For Owners Of Vacation Homes
  • Estate Planning For Young Families

The Rutkowski Report newsletter

Estate Planning Update - February 2020

  • How The SECURE Act Will Impact Retirement And Estate Planning
  • Roth IRAs Are Remarkably Flexible Retirement Planning Tools
  • A Personal Note From Rutkowski Law Firm

Estate Planning newsletter cover

Estate Planning Update - 4th Quarter 2019

  • The Bank Has Refused Your Financial Power of Attorney. Now What?
  • Social Security Phone Scams Have Become a Greater Threat than IRS Scams
  • Why You Must Keep Your Estate Plan Up-to-Date
  • A Personal Note From Rutkowski Law Firm

The Rutkwoski Report for the 3rd quarter 2019

Estate Planning Update - 3rd Quarter 2019

  • The HIPAA Release: What It is and Why You Need One
  • Estate Planning Basics: An Introduction to Trusts
  • Choosing a Guardian for Minor Children

Estate Planning Update - 2nd Quarter 2019

  • The Biggest Mistakes People Make When Probating an Estate
  • Protecting Inheritances For and From Your Heirs
  • The Importance of Choosing a Qualified Trustee

Estate Planning Update - 1st Quarter 2019

  • Planning Tips for the Sandwich Generation

The term "sandwich generation" refers to people who are raising their own children while simultaneously trying to care for aging parents. If you are “sandwiched” between these two roles, the stress can seem overwhelming. Here are some tips for managing the challenge.

Estate Planning Newsletters

Estate Planning Update - January 2019

  • Estate Planning and Digital Assets
  • Now is a Good Time to Make Sure Your Plan is Up-To-Date
  • The Importance of Choosing the Right Business Entity
  • A Personal Note From Rutkowski Law Firm

Elder Law Newsletter July 2020

Elder Law Update - July 2020

In This Issue:

  • 10 Reasons To Update Your Estate Plan
  • Early Warning Signs of Alzheimer’s Disease
  • A Personal Note From Michael L. Rutkowski

Elder Law Update - May 2020

  • Common Misconceptions About Revocable Living Trusts
  • How the CARES Act Impacts Retirement, Tax, and Estate Planning

Elder Law Update - March 2020

  • The SECURE Act's Impact on Required Minimum Distributions: What You Need to Know
  • What Happens When the Role of Caregiver Comes to an End
  • Does a Revocable Living Trust Protect Your Assets?

Elder Law Update - January 2020

  • Planning for Alzheimer's Disease and Other Forms of Dementia
  • The Gift that Lasts a Lifetime: A College Education

Elder Law newsletter cover

Elder Law Update - 4th Quarter 2019

  • Let's Take A Look At Medicaid's Look-Back Period
  • Understanding The Different Components Of Medicare Insurance

Elder Law Newsletter 3rd Quarter cover

Elder Law Update - 3rd Quarter 2019

  • Medicaid, Nursing Home Costs and the Rumor Mill
  • Quickly Determine What Services are Covered by Medicare by Downloading this Free App
  • Should You Obtain a Letter of Competency?

Elder Law Newsletter cover

Elder Law Update - 2nd Quarter 2019

  • The Difference Between Alzheimer's Disease and Dementia
  • Seize Control Over Incapacity with Durable Powers of Attorney

Elder Law Newsletters

Elder Law Update - 1st Quarter 2019

  • Know Your Options: The Spectrum of Long-Term Care
  • Reward Your Pet With the Best Treat of All - a Pet Trust
  • A Personal Note From Rutkowski Law Firm

Newsletter Resources - The Rutkowski Report

Elder Law Update - December 2018

  • Recent Changes to the Law Make It Harder to Qualify for the VA Pension Program
  • Now is a Good Time to Make Sure Your Plan is Up-To-Date
  • Managing a Medicaid Crisis
  • A Personal Note From Rutkowski Law Firm