Elder Law, Financial Planning What Should You Do After a Loved One Passes Away? When a person passes away survivors almost always remember the need to take several important actions. Often some of these … March 14, 2022 2 MIN READ
Estate Planning, Gift tax, Inheritance Trusts Hidden Estate Planning Advantage to This Year’s IRS Filing This year’s tax filing season has some hidden advantages. Amidst a backdrop of the Covid-19 pandemic and current tax laws … March 10, 2022 2 MIN READ
Asset Protection, Estate Planning, Wills 4 Estate Planning Strategies to Protect Your Assets Considering that someday you will no longer be alive is an unpleasant thought. You might be frightened of the unknown … March 10, 2022 3 MIN READ
Asset Protection, Estate Planning The Importance of Reviewing Digital Asset Estate Plans The world has changed substantially over the last few decades including in regards to estate planning. Even if you have … March 10, 2022 2 MIN READ
Elder Law, Medicaid Applications, Medicaid Planning, Senior Health Care Commonly Asked Questions about Over-the-Counter Tests and Medicare It’s almost an understatement to say that the Covid-19 pandemic has changed our lives and how we live in a … March 10, 2022 2 MIN READ
Asset Protection, Estate Planning, Wills Reasons to Write an Electronic Will Regardless of Age While we don’t like to confront the thought none of us lives forever. When we pass we understandably want to … March 1, 2022 2 MIN READ
Asset Protection, Estate Planning, Popular Media, Revocable Trust Estate Planning Lessons from Rain Man The 1988 film Rain Man was directed by Barry Levinson and is cited by many people as a favorite film. … March 1, 2022 2 MIN READ
Elder Law, Senior Technology How the Pandemic Impacted What Technology Is Used by Seniors The COVID-19 pandemic has changed people’s lives in countless ways. One impact the pandemic had is convincing elderly adults to … March 1, 2022 2 MIN READ
Caregiving, Elder Law, Medicaid Planning, Senior Health Care Answers to Commonly Asked Medicare Home Health Questions The Center for Medicare Advocacy recently published a document answering various questions about Medicare’s home health benefits. In addition to … March 1, 2022 2 MIN READ
Newspaper Column Avoiding Elder Financial Abuse Recently, the Internet Crime Complaint Center of the FBI reported almost ten thousand complaints involving tech scams targeting older adults … September 30, 2025 1 MIN READ
Asset Protection, Wills Disinherited Heirs Not Always a Surprise It happens often enough that a parent for many reasons decides to disinherit one several or all of his/her children. … January 15, 2016 2 MIN READ
Estate Planning Saving an Estate Charitable Deduction through Qualified Reformation On Dec. 12 2014 the Internal Revenue Service issued Private Letter Ruling 201450003 in which it considered whether an estate … January 14, 2015 2 MIN READ
