Case Examination, Estate Planning, Estate Taxes Lessons from Heiting v. the United States: Utilizing Claim-Of-Right Deductions In the recent case Heiting v. the United States an appellate court denied a claim-of-right deduction in accordance with Section … February 21, 2022 2 MIN READ
Caregiving, Elder Law, Long Term Care Planning, Senior Financial Exploitation Federal Agency Increases Visibility about Fines Faced by Nursing Homes The federal department tasked with overseeing nursing homes throughout the country recently announced it is revising its policy and will … February 21, 2022 2 MIN READ
Caregiving, Elder Law Court’s Expansive Interpretation of Abuse Act Widens Protection for Elder As 2022 begins one court case highlights the role of the Elder Abuse Act as well as the prevalent nature … February 21, 2022 2 MIN READ
Estate Planning, Estate Taxes, Financial Planning Taking the Time to Review or Create an Estate Plan Each year it’s important for anyone interested in planning for the future of their assets to either create or revise … February 12, 2022 2 MIN READ
Estate Planning, Financial Planning, Inheritance Trusts Avoiding Undesirable Estate Planning Situations TV shows often depict unpleasant estate planning situations that can arise including a deceased person leaving assets to a former … February 12, 2022 2 MIN READ
Caregiving, Elder Law, Long Term Care Planning How to Help an Elderly Loved One Without Overstepping Boundaries New variants of COVID-19 including Omnicron and most recently IHU have led many people to prolong social distancing. Understandably this … February 12, 2022 3 MIN READ
Estate Planning, Estate Taxes Understanding the Role of Federal Taxes in 2022 As we begin our way through 2022 understanding various federal tax issues can help make the most of your estate … February 1, 2022 2 MIN READ
Estate Planning, Estate Taxes, Financial Planning, Inheritance Trusts, Trusts The Advantage of Utilizing SPA Trusts in Your Estate Plan In times of economic uncertainty estate plans can benefit substantially from flexibility. As the country both continues to recover from … February 1, 2022 2 MIN READ
Elder Law, Financial Planning, Medicaid Planning Considering Medicare Advantage Plan Alternative Approximately 26.9 million Americans are enrolled in Medicare Advantage Plans as of January 2022. While many people are content with … February 1, 2022 2 MIN READ
Elder law estate planning, Financial Planning How the New Rules Under the Secure Act Changes the Way People Will Inherit Money The Setting Every Community Up for Retirement Enhancement Act of 2019 Pub. L. 116–94 was signed into law by President … May 12, 2020 2 MIN READ
Aging Health Benefits of Forgiveness Each one of us experience countless injustices in the course of everyday living. Like other experiences it is not the … May 26, 2023 2 MIN READ
Estate Planning The Smartest Ways for Grandparents to Help Pay for College More and more grandparents are now using some of the money that they have tucked away using retirement and estate … October 22, 2014 2 MIN READ
