Call 309.644.4941 to talk to an attorney today!

The Estate Planning & Elder Law Firm of Jamieson Long & Associates
4101 John Deere Rd, Suite A | PO Box 927 | Moline, IL 61265

Welcome

Knowledge is power. Regain control and arm yourself with the knowledge you need to make wise decisions. Attend one of our free seminars facilitated by Jamieson Long & Associates team.

Register Below for one of our Free Workshops

Welcome

“Will I Have Enough to Live On?”

Welcome

“How Can I Be Sure My Assets Are Safe As I Age?”

Welcome

“How Will My Family Remember Me When I’m Gone?”

Workshops

The Estate Planning & Elder Law Firm of Jamieson Long & Associates | 309.644.4941 | 4101 John Deere Rd, Suite A | PO Box 927 | Moline, IL 61265

Someday You’ll Leave it All.

“The Truth About Estate Planning”

Join Us for an Open Discussion About Planning for Life’s Events.

 

Presenters Will Answer These Important Questions:

  • Will I Have Enough to Live On?
  • How Can I Be Sure My Assets Are Safe As I Age?
  • How Can I Be Sure My Wishes Will Be Heeded After I Die?
  • How Can My Estate Avoid Undo Tax Liability and Legal Hassles?
  • How Can I Stay In Control of My Life and Estate Plan?
  • How Can My Estate Plan Be Tailored to My Needs?
  • How Can I Keep My Estate Out of Probate?
  • How Will My Family Remember Me When I’m Gone?

Please join us for one of our FREE educational workshops by registering on the form below.

Tuesday, February 17

10:00am-12:00pm

at Moline Public Library Gold Room

3210 41st Street | Moline, IL 61265

Get Directions

Moline Public Library Gold Room

Thursday, February 19

2:00pm-4:00pm

at Moline Public Library Gold Room

3210 41st Street | Moline, IL 61265

Get Directions

Moline Public Library Gold Room

Looking at the BIG Picture from Where You Sit

The Estate Planning & Elder Law Firm of Jamieson Long & Associates | 309.644.4941 | 4101 John Deere Rd, Suite A | PO Box 927 | Moline, IL 61265

“You want to live your life to the fullest now, and have the peace of mind that your wishes will be respected in the future.”

When it comes to your savings and assets, there’s one thing you know: They’re yours and no one else’s.

You’ve worked hard for years at saving and investing. You want to be sure you don’t make a mistake with your money, especially not now.

You want to enjoy the fruits of your labor as long as possible, and stay healthy and strong as long as you can, so you can live your “golden days” the way you’d like, with those you care about most.

You also need to know that great care will be taken to assure your wishes and values are maintained throughout the estate planning process – that the “big decisions” you need to make will be the best for you and for those you love.

It’s important for you to know you are in control and that you can trust the integrity and expertise of your legal counsel to assist you through the confusing legal and financial process of planning your estate.

You want the legacy of your life to include your wisdom, not just your money and assets. And you don’t want to leave any “loose ends” for your loved ones to have to figure out after you’re gone.

You want to live your life to the fullest now, and have the peace of mind that your wishes will be respected in the future. Our team is at your service to assure your wishes become a reality.

Please call our office today to speak to an attorney!

The Estate Planning Process Building Blocks

The Estate Planning & Elder Law Firm of Jamieson Long & Associates | 309.644.4941 | 4101 John Deere Rd, Suite A | PO Box 927 | Moline, IL 61265

A helpful way to understand the estate planning process is as building blocks. The foundation is a thorough understanding of your needs, goals, dreams and aspirations. You want to be sure you (and your spouse, if married) are taken care of now and throughout your retirement years.

Next, we need to have a clear perspective of your family members and family dynamics – the people who you care about and who will someday receive the benefits of your success. For many of our clients, family includes children and grandchildren. For others, it may be nieces and nephews, friends, or community.

You are “the expert” on family matters. We will depend on you to teach us about your family. You can depend on us to counsel you about the law.

After the foundation of personal goals and family relationships is established, you need to understand how to utilize the law to protect and preserve your assets, save taxes, and enhance your wealth. We will educate you about the legal process so you gain the results you desire and your estate plan becomes a reality.

The final building block of your plan is made up of legal strategies and financial tools to keep you in control. This is the easiest part of your plan, once all the other blocks have been properly laid.

By using this straightforward and efficient process, we will work together with you to build your estate plan exactly the way you want it – resulting in peace of mind for you and security for your loved ones.

Please contact us today for a personal consultation.

Understanding Elder Law Basics

The Estate Planning & Elder Law Firm of Jamieson Long & Associates | 309.644.4941 | 4101 John Deere Rd, Suite A | PO Box 927 | Moline, IL 61265

Your life plan is not complete without addressing your concerns about aging.

Beyond preserving your assets and clarifying your estate plan, you are concerned about maintaining your quality of life and your independence.

You’re also aware that there may be a season in your life when you will need assistance with decision making and care for your health and safety needs. You need to be assured you will be treated with kindness and dignity during your twilight years.

You have questions about a variety of things, which may include many of the following:

  • Wills
  • Trusts
  • Powers of Attorney
  • Medicaid
  • Medicare
  • Guardianship & Conservatorship
  • Veterans Benefits
  • Nursing Home Care
  • Senior Living Options
  • Social Security
  • Disability Planning

We are devoted to providing you with clear, understandable answers to your questions. Contact us today for a consultation.

Our Team is Here to Assist You

The Estate Planning & Elder Law Firm of Jamieson Long & Associates | 309.644.4941 | 4101 John Deere Rd, Suite A | PO Box 927 | Moline, IL 61265

Our unique team has a broad-based background of knowledge and experience that extends beyond the limits of law. Several members of our professional team will be working with you to educate you and your loved ones while helping develop a total life plan customized to meet your specific needs.

Click on the attorneys below to learn more.

Jamieson Long

Attorney at Law
JamieLong@qcelderlaw.com

Jamieson Long, Attorney at Law, graduated from Northwestern University and the University of Illinois College of Law earning a B.A. and J.D., respectively. He is a gifted communicator and compassionate educator, helping families in the areas of Elder Law and Estate Planning. Jamie belongs to the National Academy of Elder Law Attorneys, the National Network of Estate Planning Attorneys, and is a charter member of the Academy of Special Needs Planners.

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Jamieson Long

Jamieson Long

Attorney at Law

David R. Chanez

Attorney at Law
David@qcelderlaw.com

David R. Chanez, Attorney at Law, CPA, CLU-ChFC, earned his B.B.A from the University of Iowa College of Business in Accounting and his J.D. from the University of Iowa College of Law. David is a CPA, Chartered Life Underwriter, and Chartered Financial Consultant. David’s personal and business tax planning training allows him to provide wise counsel and customized life and estate plans according to the varied aspects of each family’s needs.

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David R. Chanez

David R. Chanez

Attorney at Law

H. Reed Doughty

Attorney at Law
ReedDoughty@qcelderlaw.com

H. Reed Doughty, Attorney at Law, earned his B.A. and J.D. degrees from the University of Iowa. Reed excels in understanding and counseling seniors regarding all aspects of veterans benefits and is accredited to represent veterans before the Department of Veterans Affairs. He capably assists families in navigating probate, guardianship and real estate matters, and handles all of these concerns for the firm. Reed is a member of the National Academy of Elder Law Attorneys and is a retired US Air Force Captain.

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H. Reed Doughty

H. Reed Doughty

Attorney at Law

 

We are committed to working in tandem with your financial planner and trusted advisors. You can feel confident that you will have a relationship with skilled, caring advocates who understand your values and know what is most important to you.

Members of your team may include many of the following:

  • Attorney
  • Care Advocate
  • Benefits Advocate
  • Legal Assistant
  • Funding Coordinator
  • Settlement Coordinator

As seasons change in your life, our team will walk alongside you and your loved ones every step of the way with counsel and care.

Our team of dedicated attorneys is skilled in every facet of elder law, estate, and tax planning. We are committed to understanding your wishes and preserving your hard earned assets, while keeping you in control throughout the planning process.

As members of the National Network of Estate Planning Attorneys, “we aspire to the highest ethical professional behavior that will lend dignity to the client, the planning professionals and the planning process.”

Contact us today to learn more!

Contact Us

The Estate Planning & Elder Law Firm of Jamieson Long & Associates | 309.644.4941 | 4101 John Deere Rd, Suite A | PO Box 927 | Moline, IL 61265

Contact Us

The Estate Planning & Elder Law Firm of Jamieson Long & Associates

The Estate Planning & Elder Law Firm of Jamieson Long & Associates
309.644.4941
4101 John Deere Rd | Suite A
PO Box 927 | Moline, IL 61265

Blog

The Estate Planning & Elder Law Firm of Jamieson Long & Associates | 309.644.4941 | 4101 John Deere Rd, Suite A | PO Box 927 | Moline, IL 61265

Case Illustrates Need for a Formal Contract When Paying Relatives for Care

A growing number of people are entering into caregiver contracts with their family members. These contracts, also called personal service or personal care agreements, have many benefits, including rewarding the family member for indispensable help. But some fail to memorialize these caregiving arrangements in writing and instead keep them as informal verbal agreements. A recent Louisiana case shows the harmful impact on Medicaid eligibility that the lack of a written caregiving agreement can have.

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What Happens to Your Online Content When You Die?

More and more of the music, movies, and books we own exist only online, in digital form. What happens to these collections after the owner dies? Surprisingly, while you may want your heirs to have access to the books, music and films that you loved, without a physical copy these items cannot be easily passed down.

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Can I Transfer My Parent’s Assets to Myself Using My Power of Attorney?

As the agent under a power of attorney for an elderly parent with progressive dementia, is it allowable to move any or all the parent’s assets to a fund in my name or my siblings’ names with the intent of paying for all costs associated with care until the five-year look back period for Medicaid has passed, with the remainder being protected by the move? Is this considered gifting, and prohibited under the provisions of the power of attorney, if it is consistent with all intents described in the will and revocable trust, and the agent under the power of attorney is also named trustee?

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The Overuse of Antipsychotic Drugs in Nursing Homes

Many nursing homes are improperly prescribing antipsychotic drugs to patients even though federal law restricts their use. Almost 300,000 nursing home residents are currently receiving antipsychotic drugs normally used to treat bipolar disorder or schizophrenia and that are considered dangerous for patients with dementia.

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Should We Lie to Medicaid About a Small Asset Transfer Made 3 Years Ago?

I am applying for Medicaid for mom, who has been diagnosed with Alzheimer’s. Medicaid officials are doing a five-year look back at her finances and they want an explanation and verification for a $2,200 withdrawal three years ago, way before she applied for Medicaid and way before she was diagnosed with Alzheimer’s. Can I say she gave the money to her grandchildren as gifts or should I say she bought a bed, mattress and dresser from an estate sale but I have no receipts? She has no money to hire an attorney so I am lost.

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8 Questions and Answers About Being an Agent Under a Power of Attorney

You have just been appointed as an agent, or “attorney-in-fact,” under a durable power of attorney, a document that, for most people, is even more useful than a will. Your appointment allows you to act in place of the “principal” – the person executing the power of attorney — for financial purposes when and if that person ever becomes incapacitated. Here are answers to eight frequently asked questions about the agent’s duties, responsibilities and powers under the document.

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