Aging Book Review: “Successful Aging” by Daniel J. Levitin In his best-selling book “Successful Aging” Daniel J. Levitin Professor Emeritus of Psychology and Neuroscience at McGill University (your writer’s … May 2, 2023 1 MIN READ
Aging, Wills Contesting a Will In order to contest a will the objectant must have “standing” meaning they would legally be entitled to a share … April 26, 2023 0 MIN READ
Estate Planning If You Don’t Understand the Plan You Don’t Have a Plan So many people who come in to see us do not understand the estate plan they have or do not … April 19, 2023 2 MIN READ
Aging Polypharmacy in Older Adults According to the National Institute on Aging (NIA) polypharmacy is the use of multiple drugs to treat diseases and other … April 6, 2023 2 MIN READ
Aging Death with Dignity: Hospice Care The recent announcement by 98 year old Jimmy Carter our long-lived president that he was opting for hospice care at … March 14, 2023 2 MIN READ
Aging Battling the Epidemic of Loneliness According to former Surgeon General Vivek H. Murthy MD loneliness poses real threats to both mental and physical health including … February 28, 2023 1 MIN READ
Asset Protection, Inheritance Trusts, Irrevocable Trust, Living Trusts, Medicaid Asset Protection Trust When Does a Trust Make Sense By now most people know that trusts avoid probate which is required with a will — if there are “probatable” … February 17, 2023 2 MIN READ
Aging Book Review: Let’s Talk About Death by Michael Hebb In his invitation and guide to life’s most important conversation as he puts it author Michael Hebb seeks to address … February 9, 2023 2 MIN READ
Aging, Senior Living Better Sleep for Seniors While sleep is essential for mental and physical health aging presents some sleep challenges. About half of all seniors report … January 26, 2023 2 MIN READ
Trusts Planning an Effective Trust Diversification Strategy The fiduciary responsibility to create an effective estate investment plan is something that some trustees and administrators find to be … August 19, 2018 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
Death Taxes, Estate Taxes, Gift tax, Medicaid Planning, Medicaid Trusts Tax and Medicaid Law Changes for 2024 For 2024 the exemptions for estate taxes rise to 6.94 million for New York estate taxes and to 13.61 million … January 18, 2024 2 MIN READ