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10 Easy Home Changes for Aging in Place You Can Make Today

10 Easy Home Changes for Aging in Place You Can Make Today

So you’re getting older.

Don’t worry; it happens to all of us – or at least that’s the goal!  But aging doesn’t mean that you have to limit your independence or immediately check into a nursing home. It just means that you need to make a few adjustments to ensure that your home remains comfortable and safe.

Today we will go over ten simple changes that can help you avoid a Steve Urkel move and make your home an age-friendly environment.

Why Aging in Place is Important

Aging in place refers to the ability to live in your own home safely and independently, regardless of your age or ability level. It allows you to maintain your familiar surroundings and go about your everyday routines with just a few helpful changes to your home. Aging in place enables seniors to maintain their autonomy and dignity while also reducing the financial burden associated with moving to assisted living facilities.

Before You Start: Assess Your Accessibility

The first step in creating an age-friendly home should come before you ever need one. Before you need a home that’s accessible to older individuals, identify potential hazards. This includes assessing the layout, identifying tripping hazards, and evaluating essential areas such as the bathroom, kitchen, bedrooms, and living room. 

Your modifications will depend on your individual requirements. Consider your mobility, vision, hearing, and other specific needs. By understanding your needs, you can tailor your modifications to best suit your requirements for a safer living environment.

For example, if you notice you’re having trouble hearing the TV, you should consider investing in a door light. That way, if someone rings the doorbell, you won’t have to rely on hearing alone.

Ten Simple Changes You Can Make

1) Make the Bathroom a No-Slip Zone

The bathroom is a high-risk area for slips and falls. Installing grab bars near the toilet, shower, and bathtub can greatly enhance safety. Additionally, consider adding a shower bench or chair and a handheld showerhead for added convenience.

2) Keep Everything in Your Kitchen Within Reach

In the kitchen, ensure that commonly used items are within easy reach. Consider installing lower countertops and adjustable cabinets. Adding non-slip flooring and bright lighting can also make a significant difference in accessibility. Strong magnetic bars can keep knives in reach (just be sure the magnets are super strong so the knives don’t fall off the wall)!

3) Don’t Fall Out of Bed

In the bedroom, make sure the bed is at an appropriate height for easy entry and exit. Install handrails or use bedside grab bars to assist with mobility, or put a mobility device like a rollator next to your bed to help you get in and out of it. Adequate lighting near the bed and a clear pathway to the bathroom can also make a big difference for nighttime trips.

4) Clear a Walking Space in the Living Room

In the living room, arrange furniture to create clear pathways and remove any clutter that may pose a tripping hazard. Consider using sturdy, comfortable chairs with armrests to assist with standing and sitting. Adequate lighting and easy-to-reach light switches can also guarantee that you see any tripping hazards before they happen.

5) Install Grab Bars and Handrails in High-Traffic Areas

Installing grab bars and handrails throughout the home can greatly improve mobility and stability. Place them in key areas such as staircases, hallways, and entryways. Opt for sturdy, non-slip options that can support your weight.

6) Make Sure the Flooring is Non-Slip

Selecting the right flooring can significantly impact mobility. Non-slip flooring options include vinyl, cork, and rubber. Remove any loose rugs or carpets that may pose a tripping hazard, and ensure flooring transitions are smooth and level. Using cord covers near the wall (out of the walkway) will help prevent tripping over electronic cords.

7) Widen Doorways and Hallways

Widening doorways and hallways can improve accessibility for individuals with mobility aids such as walkers or wheelchairs. You may need to consult a professional contractor to assess the feasibility of making these modifications in your home.

8) Clear Up Your Entrances

Ensure that outdoor pathways and entrances are clear of obstacles. Repair any cracks, potholes, or uneven surfaces that may pose a tripping hazard. Install handrails or ramps as needed to facilitate easy entry and exit. 

Reminder: this is something you should be doing if you have one fall (or even before that). Don’t wait until you’ve had several falls to implement these tips!

9) Light Up the Room

Good outdoor lighting is essential for safety. Install motion-sensor lights near entrances and along pathways to ensure visibility at night. Consider adding solar-powered lights for energy efficiency.

10) Explore Smart Home Support

Smart home technology can greatly enhance accessibility and convenience. Consider installing voice-activated devices, smart thermostats, and automated lighting systems that can be controlled remotely.

Bonus: Medical Alert Systems/Cell Phones

Medical alert systems typically consist of a wearable panic button that can be easily activated in case of emergencies. When the button is pressed, it sends a distress signal to a monitoring center, where trained professionals can assess the situation and dispatch help if needed.

Just by adding a simple necklace or wristband to your daily outfit, you and your loved ones can enjoy the peace of mind that comes from knowing help is just a button press away.

Another option is cell phones. If you have a loved one with mobility issues, a simple daily check-in can add to your peace of mind. (Pro tip: you can totally check-in without “checking in” – it doesn’t have to be super serious. Sending fun GIFs and saying, “I thought you’d like this!” is a great way to ensure someone’s OK without sounding like a worrywart.)

When in Doubt, Ask a Professional

Occupational therapists specialize in assessing individuals’ abilities and recommending appropriate modifications to promote independence. Consulting with an occupational therapist can provide valuable insights and personalized recommendations for what your home needs.

For more extensive modifications, such as widening doorways or installing ramps, we recommend consulting with professional contractors. Contractors who are licensed and experienced in accessible home modifications can provide valuable insight and knowledge about what works.

Financing Home Modifications

Of course, modifying your home isn’t always cheap. Review your insurance coverage to determine if any modifications may be covered, and contact your insurance provider for more information. Some insurance policies may include provisions for home modifications that improve accessibility.

There are also various grants and financial assistance programs available to help individuals fund home modifications. Research local and national resources to find potential sources of financial aid. Non-profit organizations (like Rebuilding Together Nashville) and government agencies may also offer grants or low-interest loans. (Want more info? Check out this link from Rebuilding Together!)

Embrace Aging in Place to Enjoy Your Golden Years

As we age, it is important to adapt our lifestyle to align with the changing needs of our bodies. This doesn’t mean that your lifestyle will become limited – it just means that it might look slightly different. Just think: the only thing that stands between you and successful aging in place is a bit of redecorating.

As you prepare to age in your home, you may also want to make sure you have a plan in place for your estate. Graceful Aging Legal Services is here to help you with estate planning, probate, and conservatorships. We can help you put your paperwork together and figure out what you need to truly embrace your aging in place. Contact us today to see what we can do for you!

Why You Should Move Before You Are Unable to: A Guide to Aging in Place

Why You Should Move Before You Are Unable to: A Guide to Aging in Place

Aging in place is the ability to live in your own home and community independently, regardless of age or ability. It allows you to remain in familiar surroundings while maintaining a sense of autonomy. Planning ahead for aging in place is crucial to ensure a smooth transition and a comfortable future. 

By getting informed about aging in place, you can make good decisions that will positively impact your quality of life as you grow older.

Benefits of Moving Early

One of the main benefits of moving early is increased housing options. By planning ahead, you can explore different housing choices that cater to your needs and preferences. 

Enhanced quality of life is another advantage. If you start early, you can create a supportive and comfortable living environment that promotes your overall well-being while reducing stress. When you plan and prepare, you can avoid the rush and uncertainty of emergency moves. 

Improved safety is important, too. Adapting the living space to accommodate changing needs can prevent accidents and injuries, meaning you’ll be healthier and happier.

Assessing Your Needs

When planning to age in place, it is important to assess and address specific needs. Here are some things you can do:

  • Make simple home modifications like grab bars and clear plenty of space to walk or move with mobility aids.
  • Invest in medical equipment or technology like stairlifts, home monitoring systems, etc., for added peace of mind.
  • Check into community support services, like meal delivery programs and in-home care providers, to stay socially engaged. 
  • Secure accessible transportation so you can get where you need to go, even if your situation changes. 

Our area has awesome resources for those who want to stay independent without personal vehicles. Check out WeGo, Senior Ride Nashville, or Wilson County Rides in addition to rideshare programs. If you need transportation to a medical appointment and have a Medicare Advantage plan, you may have transportation benefits!

Exploring Housing Options

Independent living communities provide a range of housing options that cater to those who want an active and social lifestyle. These communities usually offer amenities and services designed to enhance well-being and promote socialization. 

Assisted living facilities are suitable for individuals who require some assistance with daily activities. Trained professionals are available to provide support while still allowing residents to maintain their independence. 

Nursing homes provide comprehensive 24/7 care for individuals with complex medical needs. These facilities offer skilled nursing services and rehabilitation programs. 

Our personal favorites, though, are continuing-care retirement communities. They provide a continuum of care, helping people transition seamlessly between independent living, assisted living, and nursing care as their needs change. While you may never need anything more than independent living, it’s comforting to know that you won’t have to plan another big move or relocate further from friends and family. 

Financial Planning

Most people ages 65 and up are eligible for Social Security retirement benefits. Additional government assistance programs, such as Supplemental Security Income (SSI) and Veterans Affairs (VA) benefits, may be available to eligible older adults. Exploring these options can provide extra financial support.

Consistently saving for retirement ensures you’ll have the necessary funds to support your desired lifestyle. Retirement savings, such as 401(k)s and IRAs, can help you live comfortably in retirement. If you are fortunate enough to have a pension, it will be a great resource to help your quality of life in your golden years.

For these types of accounts, you’ll want to make sure that you name a beneficiary with your financial institution. If you have a pension, you will need to designate whether you want your spouse to continue receiving income in the event that you predecease them. 

Medicare and Medicaid are government programs that provide healthcare coverage for seniors. Understanding the eligibility criteria, available benefits, and how (or whether) they can be combined with other plans is essential for effective financial planning.

Your Medicare coverage may assist with certain improvements to your home and home health care under limited conditions. Medicaid (also called TennCare) is frequently used by individuals in nursing homes to supplement their income to pay for care.  

Long-term care insurance can help cover the costs of assisted living, nursing homes, and in-home care. It provides financial security and peace of mind for individuals planning their futures and provides more robust and flexible solutions than relying on Medicare or Medicaid alone.

Long-term care insurance can be expensive, but there are newer options to make it a better value overall, such as hybrid policies that provide a death benefit and deduct the amount spent on long-term care needs. Your insurance agent is a great resource to talk through these options. 

Building a Support Network

Family and friends play a vital role in supporting those who wish to age in place. Reliable support systems can provide emotional support and practical assistance, ensuring that loneliness is never an issue. 

Community organizations like FiftyForward and other local non-profits offer various activities and services to help seniors stay connected. Support groups for older adults can offer a space to share experiences, find understanding, and receive advice from others facing similar challenges. These groups foster a sense of community and provide emotional support. 

Professional caregivers can provide specialized assistance and care for individuals who require additional support. Hiring trained professionals can ensure individuals receive the help they need while remaining in their own homes.

Maintaining Independence

Physical exercise and wellness are essential for maintaining independence and overall well-being. Engaging in regular exercise like walking or fitness classes can improve strength, balance, and flexibility. 

Mental stimulation and cognitive health are also important. Doing puzzles, reading, and socializing can help keep your mind sharp and promote cognitive function. A little daily Wordle competition is a favorite in April’s house. 

Nutrition will help you maintain good health. A balanced diet of fruits, vegetables, and whole grains can support overall well-being and energy levels. 

Keep appointments with doctors and specialists to manage existing health conditions and address new concerns. Regular check-ups, screenings, and preventive care can help individuals stay healthy and catch any potential issues early.

Want More Info on Aging Gracefully?

Taking these steps will help increase your chances of having a comfortable and fulfilling future. 

Remember, it’s never too early to start thinking and planning for your golden years. 

By the way, there’s a FiftyForward event coming up on 1/16 to discuss housing. We’ll be there – will you?

How to Be Proactive in Your Caregiving Journey

How to Be Proactive in Your Caregiving Journey

Caregiving is an important responsibility. It involves providing essential services to another person (often a senior), helping empower them to live their best life even as they age. 

Understanding the Caregiver Role

Caregivers must understand the tasks and responsibilities they may be taking on, and think carefully about what boundaries they’d like to set in advance. Doing this is a crucial part of performing the job well and ensuring each person receiving care gets the help they need.

Caregiving works best when it’s a community effort. There’s a lot of joy in caregiving (which is something not everyone expects when they go into it). You may think of caregiving as “This is how I’m helping someone else,” but you’re actually helping your future self as well. Caregiving provides an opportunity to think about your goals and be more proactive about aging than you would have been if you weren’t a caregiver. 

It takes a village to be a caregiver – so don’t forget to lean on the support of others during this time. (More about that later!)

Some typical roles of a caregiver include tasks such as:

  • Assisting with activities of daily living
  • Coordinating medical appointments
  • Providing emotional support
  • Managing medications
  • Handling bill payments
  • Meal planning and preparation
  • Resolving insurance benefits issues
  • Providing assistance with technical issues
  • Planning or providing transportation for loved ones

As a caregiver, it’s important to remember that the role can sometimes present physical and emotional challenges. Working to meet this head-on and find solutions is an important part of advocating for the individual you care for and yourself. Don’t forget to laugh where you can – it’s a great way to cope with the emotional and physical strain, build rapport, and enjoy this season!

Planning to Help Them Age in Place

Aging in place refers to the ability of an individual to live in their home and community safely and independently. Caregiving can help facilitate this process, enabling seniors to keep their homes rather than move into an assisted living facility.

(Aging in place isn’t the only option, however; some older individuals prefer to downscale or move into an assisted living facility for more companionship. Make the choice that works best for you and your family.)

Proactive caregiving should always provide a supportive environment for daily living activities. Evaluate the home for potential hazards and make necessary modifications and adaptations.

Some helpful and simple changes that can significantly increase safety include:

  • Everything they need, on one level. Although most people opt for single-story homes, it is possible to have a multi-story home and still embrace this principle. For example, April has everything she needs on the ground floor of her home except her washer and dryer. But she plans to hire someone to do her laundry once she can’t make it up and down the stairs safely!
  • Installing grab bars and ramps. All of us lose our balance sometimes, but as we age, it can become more common. Having something to provide stability within the home is important.
  • Using non-slip flooring and removing throw rugs. What is the point of throw rugs, anyway? Over time, they all curl up and cause a major tripping hazard. 
  • Use cord covers. Unless you want to go entirely off the grid as you age, cords will be a part of your life. They can be a tripping hazard, but cord covers can help!
  • Exploring accessible technology resources. Another aspect of aging can be limited vision and hearing. It can be helpful to find ways around these impairments.
  • Using medication management apps. Reminders are especially important to those who need to take their medicine at the same time daily. 

Building a Support Network

Anyone who has worked in caregiving knows that it is overwhelming. Having a strong support network for both caregivers and the senior individual is of the utmost importance.

Caregivers should seek to involve family and friends in the caregiving journey as much as possible. These people can provide much-needed assistance and emotional support as the situation is navigated. It’s also wise to utilize professional support, such as home healthcare aides or respite care services. Remember, you can’t pour into someone else’s life if you are empty, so respite care can be vital for your well-being!

There are also many community organizations and support groups that connect caregivers with others who understand their experiences.

Remember – a support network doesn’t have to just include those providing care to the person who needs care. A good support network should also provide care to the caregiver. As April says, “Don’t think you need to be a first-line caregiver to be important in the caregiver support system.” 

Self-Care for Caregivers

Taking good care of yourself provides a strong foundation to care for others. Burnout is a common issue for caregivers but must be dealt with for the overall well-being of both the caregiver and the person who is receiving care. 

So how should caregivers manage their mental health and levels of burnout? 

Here are some ideas:

  • Practice mindfulness to stay emotionally healthy
  • Engage in hobbies to keep your creativity alive
  • Move your body and exercise

If you’re still feeling burned out despite your best efforts to manage your stress, it can be a wise idea to seek respite care services. These services can help provide you with a break from your caregiving responsibilities and allow you to rest. You can also consider joining a support group designed especially for caregivers!

But what if you’re a friend or family member of a caregiver and want to know how to support them?

Here are some specific examples you can use:

  • A daily or weekly phone call to check in
  • Giving your friend a break every now and then
  • A monthly hike with a friend (boom – friendship and exercise!)
  • Send a thoughtful card or letter their way to encourage them
  • Bring them homemade meals or gift cards

Communication and Decision-Making

Trust is one of the most essential components of caregiving and aging in place. Good communication helps facilitate this trust, allowing caregivers and those receiving care to speak honestly about future goals and preferences.

Legal preparations, such as establishing power of attorney or creating a living will, can help ensure the senior’s wishes are respected and get all involved parties on the same age about end-of-life planning. Ensure all decision-making processes are clearly outlined to avoid any conflicts or misunderstandings.

Supported decision-making involves everyone – not just the person who is approaching end of life, but those who are involved with their care and part of the overall support system. The most important thing a person of any age can do is to talk to their support system in advance. 

First, talk to your family about your wishes, then write them down. Make sure everyone’s on the same page. If you can only do one of the two things, talk to your family.

Financial Considerations

Having finances in order is also crucial for aging in place. Understanding the insurance options and government assistance programs is important for caretakers to assist seniors with tasks like budgeting and managing support services. Resources that could prove helpful include FiftyForward and TCAD in Tennesee. 

Long-term care insurance, veteran’s benefits, Medicaid, and Medicare are some common options that can help with the financial aspects of caregiving and aging in place. It’s best to seek help from a trusted financial advisor or insurance agent to work through these options and determine the best way to combine them, if possible.

Resources and Recommendations

Consider checking out books from your local library about caregiving or finding helpful websites about caregiving. 

Here are some good places to get started:

You can also ask for recommendations from caregiving friends or family about programs that will support you!

Community programs like meal delivery programs and dial-a-ride services provide social engagement opportunities and promote overall well-being for seniors. Be sure to find out what services are available in your area, as they can be wonderful enrichment opportunities.

Proactive caregiving makes it possible for seniors to successfully age in place. As a proactive caregiver, you should make it a top priority to create a safe and comfortable living environment for the person you’re caring for. 

Understanding your role and what resources are available is critical in ensuring seniors maintain independence and dignity as they age, and having the right support can help you ensure you’re providing the best care possible so both you and the person you’re caring for have a positive quality of life.

At Graceful Aging Legal Services, we aim to help seniors age well. Part of this includes planning for their future and the future of their families. Want to learn more about aging in place? Contact us today, and we’ll help you prepare and organize so that major decisions aren’t looming over your head!

How Do We Use Voice-Activated Assistants As We Get Older?

How Do We Use Voice-Activated Assistants As We Get Older?

Assistants are nothing new. Siri, the first voice-activated assistant of its kind, was introduced in 2011. Can you believe it was that long ago? We can’t!

But even before that, there were other tools, including dictation, readers, and audio books. As time has progressed, they’ve gotten more advanced, becoming even more helpful than before. 

Here’s why you should consider using voice-activated assistants.

1. We’re Not Getting Any Younger

Baby boomers are moving into their 70s, 80s, and 90s. Even Gen Xers – once considered the younger generation to avoid at all costs – are now approaching their 50s and 60s. In fact, between 2015-2050, the older population is supposed to double, reaching 2.1 billion.

Baby boomers and Gen Xers are facing challenges that can be handled using devices that weren’t available to them (or, at the very least, weren’t in widespread use) when they were younger. Fun fact: April, a young Gen Xer/elder millennial, didn’t get her first cell phone until she went off to college at 18 years old!

2. You Want to Stay in Your Home

You’re already living successfully in your own home. You have independence. And Alexa (or Siri, or the bot of your choosing) can help it stay that way. 

If you’re concerned that your kids will want to put you in an assisted living facility, a great way to keep the ball in your court is to invest in smart devices. Why? Because you can say, “If I need anything, I can ask Alexa.”

With the help of a smart device (or multiple smart devices), you can age gracefully in your own home without ever truly being “alone.” 

3. Help with Your Daily Tasks 

Your day-to-day routine can even be improved with the help of AI. There’s a huge cognitive burden on adults – no matter their age – that can be lifted by using these tools to help remember things.

You can:

  • Set reminders for medication
  • Get reminders for doctor’s appointments
  • Enjoy weather and news updates
  • Let Siri provide activity suggestions

4. Safety for Those with Mobility Issues

Younger people with mobility issues, vision challenges, etc. can be helped by voice-activated devices as well. Since all you need is your voice and a minimal investment on the device itself, you can easily access the help you need, whether it’s to call a family member when you fall down or simply want an audible answer to a question so you don’t have to squint to read the answer!

5. It Can Help You Feel Less Alone

Need someone to talk to? Alexa’s got jokes. (April says they’re terrible, but if you love to hear corny jokes, it might be right up your alley.)

A feature that April does love is that her Echo Show enables her to send pictures of her dogs to her parents. It cycles through the most recently liked photos and sends them along to her family!

6. It’s Fun and Convenient to Use

Are you tired of looking for your remote? Then use Alexa! Want to listen to your favorite obscure musician from the 1920’s? Your grandkids may roll their eyes, but Alexa will be happy to put those tunes on repeat for you. Though you’ll probably start out with a voice-activated assistant for safety reasons, you’ll probably begin using it for fun after a while!

7. Protect Your Home Even if You’re Not In It

Last month, we enjoyed the time of the year when we celebrate a spunky towheaded kid who single-handedly protects his home after being left behind while his family went on Christmas vacation. 

The whole disaster could have been avoided if we had voice-activated assistants in the 90s. Even if his parents didn’t use Alexa to communicate with their son, the kid would have had a much easier time tricking the would-be robbers, using Alexa to turn on the lights, turn on the music, and more from the safety of a neighbor’s house.

(Though a movie about that probably would have been less fun to watch.)

8. Worried About Privacy? Consider This

Privacy concerns are one of the top reasons people don’t implement helpful devices like Google Assistant, Cortana, or Siri. But did you know that there are some workarounds that can help with this concern?

You can also set Alexa to delete data after 10 days, or mute the device while you’re not using it. 

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AI assistants like Alexa, Siri, Cortana, and Google are simply tools in our toolbox. Want to hear more about the tools we use in our lives as we get older? Sign up for our newsletter for more!

How does someone get an inheritance from a trust?

How does someone get an inheritance from a trust?

What is a trust?

Trusts are a legal tool that can be used for many purposes including estate planning, asset protection, and income tax minimization. Trusts are a way of managing property with the intention of protecting it so that it can be passed on via inheritance to future generations.

Trusts establish a fiduciary relationship that allows a third party to hold a person’s assets on behalf of that person’s beneficiary or beneficiaries. The person establishing the trust and designating the beneficiaries is known as the “settlor” or “trustor,” and the third party who holds the assets on behalf of the beneficiaries is the “trustee.” 

Why do people create trusts?

Why do people create trusts in the first place? How do you know if you need a trust? First, people create trusts to control and protect their assets, especially for after they pass away. Trusts provide legal protection for the trustor’s real and personal property, and can also provide protection from creditors. Second, people create trusts because they are concerned about their money being spent on someone other than who it was intended for. Trusts are established to make sure that the trustor’s assets are distributed according to their wishes. If you have significant assets, especially a significant amount of real estate assets, or you have very specific wishes about how and when you want your assets distributed after you pass away, a trust might be for you. The best thing to do is talk to your attorney, who will help you determine whether a trust is the best way to protect your assets.

A beneficiary cannot just “take” an inheritance out of a trust

Since the purpose of a trust is to protect your assets, beneficiaries cannot just take their inheritance out of the trust as they please. The trustee must follow the terms of the trust established by the trustor.   

Minors & age clauses within trusts

People under the age of 18 legally cannot control their own money. A trust may be established for a minor beneficiary in order for them to have financial resources during their minority, but these resources are managed by the trustee according to the terms established by the trustor. For example, a trustor may include that their beneficiary receives a regular allowance from the trust.  

However, turning 18 does not necessarily mean that the beneficiary will automatically have unlimited access to the trust. Many trustors include payout clauses that extend the trust for a certain amount of time after the beneficiary turns 18. The policy behind this is that, while an 18-year-old may legally be able to control money and property and enter into contracts, the late teenage and early adult years are still a very developmental stage of life. An 18-year-old very well may not have the maturity and money management skills required to handle a significant amount of assets. Age clauses allow for the beneficiary to continue receiving periodic funds from the trust, but provide another level of protection of the trustor’s assets until the beneficiary reaches an age of presumed maturity, usually when the beneficiary reaches their mid-20s. 

Trusts for beneficiaries with special needs

These types of trusts are intended to provide for individuals with special needs while also allowing them to retain government benefits like social security or Medicaid. The Trustee will distribute funds from the trust as needed, or on a regular schedule, to take care of the special needs beneficiary’s living expenses and health care needs. 

pile of papers that belong to a family estate plan with a trust and inheritance. there is a close up of a hand holding a pen, glasses, and a calculator
Do you have assets that need to be directed to a beneficiary in a specific manner?

The terms for receiving an inheritance are set when the trust is created

Overall, money moves from a trust only according to the terms set forth at the creation of the trust. This may mean a periodic payment to the beneficiary distributed by the trustee, lump-sum payment to the beneficiary at a certain age, or both. Assets cannot be removed from the trust unless the terms provide for it. To obtain assets from the trust that are not provided for within the terms of the trust, you likely will have to go to court. 

In conclusion

When it comes to estate planning, there are many ways that you can distribute your assets according to your wishes. One of the most popular ways is to create a trust.

There are many types of trusts out there. A trust can be either revocable or irrevocable and it can have unique clauses for receiving an inheritance. Trusts are in many ways the opposite of a will. A will is used to distribute property after someone dies, while a trust is set up while someone is alive and involves giving up control over the assets.

Not sure if a trust is right for you? Discuss your financial and family situation with a qualified attorney first.

Can I Appoint Someone to Serve as Co-Conservator Over My Adult Child with Disabilities? | Nashville Special Needs Lawyer

Can I Appoint Someone to Serve as Co-Conservator Over My Adult Child with Disabilities? | Nashville Special Needs Lawyer

In the majority of cases, it’s a biological parent (or parents) who will apply to become their child’s legal conservator when they turn 18. But even parents will ask us if they are able to appoint an “alternate conservator” or someone else who can help with all required responsibilities and duties.  Most commonly, we are asked by parents of individuals with special needs if they can appoint one of their other adult children, a stepparent, a sibling, a grandparent, or other relative to serve as co-conservator who could have the same legal rights as the main conservator.

Legally speaking, having a co-conservator is absolutely possible, and it’s something we often consider to help lighten the load. However, the parent or main conservator cannot appoint this person themselves.  Instead, the candidate will need to go through a formal legal process with the Tennessee courts where they will petition to serve as a co-conservator. During this process, the court will need to verify that the person is indeed capable of serving in this capacity, and from there, a judge will ultimately approve or deny the request.

When we meet with families to start the process of filing for a conservator over a young adult with special needs, we will typically ask up front if the main candidate for conservatorship wants someone else to serve in a co-conservator role.  In general, it’s easier and less expensive to take care of everything all at one time.  The bottom line is that every family is different, and it’s important to work with an attorney who will help you create an individualized plan that actually works over the long haul.

Here at the Graceful Aging Legal Services, we want parents and caregivers to feel as secure and supported in their roles as possible, as that ultimately results in the best care for the person with special needs.  If you have questions about how to create a Special Needs Plan that takes into account the unique dynamics or challenges in your family, please feel free to contact us at (615) 846–6201 to schedule an appointment.