Aging, Senior Living Strength Training for Seniors About a year ago your writer found that he was having trouble doing the yard work and carrying the trash … January 12, 2023 2 MIN READ
Blended Families Estate Planning, Inheritance Trusts Estate Planning for the Estranged Child All too often a client comes in with a sad tale about an estranged child. Naturally they are at a … December 1, 2022 3 MIN READ
Aging, Health Issues For Older Adults Keeping The Lights On Adapted from author Doug Armey the following are keys to keeping your brain “lit” as you age. Flow. A sedentary … November 17, 2022 1 MIN READ
Estate Planning, Power of Attorney Powers of Attorney Are for Everyone What happens if you have an accident or an illness whereby you are unable to handle your legal and financial … November 11, 2022 2 MIN READ
Financial Planning, Retirement Fund Planning, Special Needs Trust The Secure Act and Your IRA The Secure Act governs distributions from IRA’s and other retirement plans. After the death of the account holder most named … November 2, 2022 2 MIN READ
Aging, Senior Living Book Review: John Leland’s “Happiness is a Choice You Make” In his book subtitled “Lessons From a Year Among the Oldest Old” journalist John Leland takes us on a journey … October 21, 2022 2 MIN READ
Estate Planning, Living Trusts Avoiding Guardianship in New York For the ever-increasing number of those who become legally incapacitated later in life (i.e. unable to handle their legal and … October 13, 2022 2 MIN READ
Death Taxes, Estate Taxes, Inheritance Trusts Capital Gains Tax Tips Your “basis” for calculating capital gains taxes is what you paid for the stock or the real estate. For real … September 22, 2022 2 MIN READ
Estate Planning, Estate Taxes The Value of Revising Your Estate Plan You should strive to review your estate plans every few years. While it might not seem like it many events … July 7, 2022 2 MIN READ
Aging, Elder law estate planning, Estate Planning, Health Issues For Older Adults Easing Stress and Promoting Well-Being: Estate Planning for Older Adults Doctors and other professionals may forget to ask caregivers how they are coping with the care of another. Queries such … July 21, 2026 9 MIN READ
Caregiving Planning Issues for Women When Husband Handled the Finances While women and men have many issues in common some of these issues tend to … October 20, 2023 3 MIN READ
Irrevocable Trust Medicaid Asset Protection Trust (MAPT) v. Life Estate Deed Clients often ask whether the home should be deeded to the client’s adult children while retaining a life estate in … May 3, 2024 2 MIN READ
