Every month, Monteleon Law Group sends out a newsletter with top Elder Law and Estate Planning news stories, our blog posts, and more! Make sure to SUBSCRIBE to get these monthly newsletters emailed to you directly each month.

Current Newsletter

January 2024 – What Happens to Your Business when you Pass Away?, Joint Wills vs. Mutual Wills, Previous Posts, and January Celebrations!

Past Newsletters


December 2023 – 2024 Gift and Estate Tax Exemption Amounts, How to Talk to Your Children About Your Estate Plan, Previous Posts, Upcoming Events, and December Celebrations!

November 2023 – Capacity & Your Estate Plan, Biggest Estate Planning Mistakes, Previous Posts, Upcoming Events, and November Celebrations!

October 2023 – Is Your Estate Plan Valid in Another State?, Guardianship vs. Parental Rights, Previous Posts, Upcoming Events, and October Celebrations!

September 2023 – Does your Will have to be in Writing?, Estate Planning for College Students, Previous Posts, Upcoming Events, and September Celebrations!

August 2023 – Airline Points After You Pass, Joint Accounts After 1 Owner Passes, Senior Substance Abuse, Medicaid Coverage for Healthy Food Testing, and August Celebrations!

July 2023 – Changes to Estate Plan During Divorce, How a Will can be Contested in Court, 3 Common Probate Questions, HIPPA Releases, Medicare Payments Now That The PHE has Ended, Consequences of Not Paying Property Taxes, and July Celebrations!

June 2023 – Trust vs. Inheritance, Executor vs. Administrator, Why You Should Designate Beneficiaries, Do You Need a Trust?: Estate Planning Q&A, Is “Aging In Place” Right for Me?, Nursing Home Care vs. Hospice Care, Upcoming Events, and June Celebrations!

May 2023 – When Should You Create and Estate Plan?, What is a Testamentary Trust?, When Should You Include a Pour Over Will in Your Estate Plan?, Limited Power of Attorney in Estate Planning, Bill Advocates for Seniors Who Seek At-Home Medicaid Care, What is Hospice Care at Home?, Upcoming Events, and May Celebrations!

April 2023 – What is a Cohabitation Agreement?, How Does Long-Term Care Insurance Work?, Are Wills Public Record?, What to Know About Being a Health Care Proxy, 6 Tips for Caring for Elderly Parents, Becoming a Family Caregiver for an Ailing Loved One, Upcoming Events, and April Celebrations!

March 2023 – What to Do if You Cannot Choose an Executor to Your Will, What You Need to Know About Who Can Witness Your Will, 3 Things to Know About Being an Executor, Estate Planning Basics: What Is An Executrix?, Deducting Long-Term Care Insurance Premiums in 2023, This Tax Season Seniors Can Get Free Assistance, and many March Celebrations!

February 2023 – Conservatorship Abuse, Understanding Probate, Assisted Living vs. Nursing Homes, Executor Abilities, What does “Decedent” mean?, Does Power of Attorney end at Death?, and many February Celebrations!

January 2023 – Creating an Estate Plan, What Happens After a Conservator is Put in Place, Annual Gift Tax and Estate Tax Exclusions Increase, Required Minimum Distributions, Preparing After Dementia Diagnosis, Medicare Food Benefits, and Happy New Year!

December 2022 – Living Wills, Conservatorship Legal Process, Difference Between Medicaid and Medicare, Medical Asset Protection Trust, Annual Review, and Happy Holidays!

November 2022 – Changes to Community Medicaid in NY, Can Nursing Homes Hold Friends or Family Members Responsible for Care?, Tips for Including Caregivers in Your Estate Plan, Adult Children Cannot Support Boomer Parents, and National Family Caregivers Month!

October 2022 – Care Coordination, No Will Risks, Long Term Insurance, Medicaid Asset Protection Trusts, Financial Planning Month, and National Train Your Brain Day!

September 2022 – End of Life Care Options, Planning Your Funeral Arrangements, How Long to Keep Important Documents, Avoid Unnecessary Debt for Nursing Home Care, National Book a Book Day, and World Gratitude Day!

August 2022 – Understanding the Types of Guardianships, Estranged Children and Estate Planning, What is an Executor?, How to Get Into a Nursing Home as a Medicaid Recipient, and National Health Centers Week.

July 2022 – Cryptocurrency, Paying for Parents’ Care, Community Property Affects on Estate and Tax Planning, Tax Consequences of Selling a House After Death of Spouse, and Happy Independence Day

June 2022 – Accusations of Elder Abuse, Leaving Children Unequal Inheritances, Medicaid Enrollment Period Extended, Medicare Advantage Deny Necessary Care, and Celebration of Alzheimer’s and Brain Awareness Month

May 2022 – Pet Trusts, Estate Planning for Small Business Owners, Trust Beneficiaries, Medicaid Applications, and Celebration of Mental Health Month

April 2022 – Palliative & Hospice Care, Undue Influence, Nursing Home Law Reform, Executor’s Role in Probate, and Celebration of World Autism Month

March 2022 – Nursing Home Crisis, Unwanted Inheritance, Taxes, Risks of Online Wills, and Celebration of National Social Workers Month

February 2022 – New Years Resolution, Gifting to Grandchildren, Legal Incompetence, Decline Acting as Agent, and DocuBank Services

January 2022 – Take Control of Parents’ Finances, Estate Planning for Singles, Elder Law vs. Estate Planning, Trusts, and Happy New Year!

December 2021 – Health Care Decisions, Estate Planning for Non-Traditional Families, COVID Vaccination and Medicare, Taxes, Annual Review, and Happy Holidays!

November 2021 – Medicare Open Enrollment, Hiring a Caregiver, Estate Planning Mistakes, Power of Attorney Decisions, Gift Basket Giveaway, and Walk to End Alzheimer’s results

October 2021 – Estate Planning for Childless Couples, Ombudsmen, Safe Keep Documents from Disasters, Social Security Shortfalls, Walk to End Alzheimer’s Upcoming Event

September 2021 – Estate Plans for College Students, Britney Spears’ Guardianship, New Tax Proposals, Fiduciary Obligations, Fall Webinar Series

August 2021 – Sandwich Generation Scramble, DocuBank Services included with Estate Planning, Qualify for Medicaid, Trustee Questions, and Webinar Topic Poll

July 2021 – Estate Planning for Caregivers, Medicaid Planning, Medicare & Medicaid Dual Eligibility, Online Content, Artful Afternoons Upcoming Event, and Google Review Monthly Contest

June 2021 – Irrevocable Life Insurance, Legal Planning for People with Dementia, Life Insurance and Medicaid, Home Health Care Funding, Social Media Monthly Contest, and New Employee Alert

Have an idea for a newsletter or a topic would YOU like to see more of? Contact Us and let us know!