Asset Protection, Financial Planning Executors Trustees and Powers of Attorney: Blessing or Curse? When choosing the people you trust the most to serve as a part of your estate plan in any capacity … November 28, 2016 2 MIN READ
Caregiving, Elder Law, Financial Planning Fiduciary Duties & The New Rule for Financial Advisors The New Rule When consulting a financial advisor we all assume that they would have our best interest in mind … November 22, 2016 2 MIN READ
Asset Protection, Financial Planning Diversification in Your Portfolio Depending on the purpose of a trust a trust may be able to further sustain its’ life and generate additional … September 8, 2016 2 MIN READ
Asset Protection, Elder Law, Financial Planning DISABLED MILITARY CHILD PROTECTION ACT HELPS WITH SPECIAL NEEDS PLANNING SPECIAL NEEDS LAWS HELP PROTECT THOSE WHO PROTECT US For those of us who come from families with many military … May 5, 2016 2 MIN READ
Elder Law, Elder law estate planning, Financial Planning Toolkit to Help Prevent Seniors from Falling SIMPLE GUIDELINES EASY TO UNDERSTAND AND FOLLOW The Center for Disease Control (CDC) released guidelines to help prevent and mitigate … March 8, 2016 2 MIN READ
Elder Law, Elder law estate planning, Financial Planning SPECIAL NEEDS THIRD PARTY AND SELF SETTLED TRUSTS – WHATS WITH ALL THE NAMES? LEGAL DISTINCTIONS THAT MATTER When a person applies for Medicaid eligibility there are many pitfalls that an unsuspecting or unsophisticated … February 17, 2016 3 MIN READ
Financial Planning BANKRUPTCY IN THE AGE OF RETIREMENT RISING RATE OF SENIOR FILERS In 2011 a noted bankruptcy legal scholar at the University of Michigan Law School … December 5, 2015 2 MIN READ
Elder Law, Financial Planning Advances on Pensions: Is It Predatory Lending? GOVERNMENT ACCOUNTING OFFICE INVESTIGATION On September 30 2015 the Government Accounting Office (GAO) issued a report following a 15 month … November 25, 2015 2 MIN READ
Elder Law, Financial Planning, Medicaid Planning New 2014 Cost of Long-Term Care Study Released Residents throughout New York continue to experience “sticker shock” when exploring their long-term care options. Whether you are planning for … April 28, 2014 2 MIN READ
