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
Asset Protection, Estate Planning Advice on Removing an Executor from an Estate After a person is named an executor the individual takes on the obligation to adequately and promptly complete the estate’s … July 7, 2022 2 MIN READ
Caregiving, Elder Law, Senior Health Care Feds Issue Warning about Denying Care to Individuals with Disabilities Federal workers are currently reminding the country’s health care workers that withholding treatment due to an individual’s disability is frequently … July 7, 2022 2 MIN READ
Elder Law, Senior Financial Exploitation Staying Away from Financial Elder Abuse A 90-year-old woman is a recent victim of elder abuse. The financial scammers hacked into the woman’s account and removed … July 7, 2022 2 MIN READ
Estate Planning Steve Jobs Likely Paid No Estate Taxes By Using Trusts in Estate Plans News spread quickly last week of the death of Steve Jobs the popular technology guru who pioneered so many technological … October 12, 2011 2 MIN READ
Estate Planning New Law Allows Owners to be Buried with Pets All across the country there are cemeteries for people and cemeteries for pets. Virginia has become the third state in … September 27, 2014 2 MIN READ
Estate Planning Turcott v. Estate of Clarence D. Bates: Unjust Enrichment and How to Avoid It The Idaho Supreme Court recently affirmed a court’s award of damages for unjust enrichment. The case Turcott v. Estate of … July 25, 2019 2 MIN READ
