Elder Law

Elder Law

Elder Law

Planning for your Golden Years with Dignity, Grace and Compassion.

Surprises in your Golden Years should only be reserved for birthdays and wedding anniversaries.


Seeking the counsel of an experienced Sayville Elder Law attorney like The Law Offices of Joseph Marino 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 has helped many people in the areas around Sayville with elder law care and estate planning cases and we are ready to help you too.


Please see our Elder Law comprehensive planning checklist below and contact one of our experienced Sayville elder law attorneys if you have any questions.


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

    • 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?

Share by: