Asset Protection, Estate Planning Government Accountability Office Report Says Evaluations on CMS Experiments are Incomplete A recent report by the Government Accountability Office (GAO) claims state and federal agencies tasked with evaluating experimental programs from … April 2, 2018 2 MIN READ
Caregiving, Health Issues For Older Adults Assisted Living Facilities in Many States Have Little Federal Oversight Despite CMS Funding The dream of Americans is to age with dignity and independence while enjoying their golden years with family and friends … April 1, 2018 2 MIN READ
Asset Protection, Caregiving Department of Justice Announces Charges in $500 Million Elder Fraud Schemes The U.S. Department of Justice recently announced hundreds of indictments against individuals engaged in often elaborate schemes to defraud hundreds … March 27, 2018 2 MIN READ
Asset Protection, Estate Planning Turning Down an Inheritance There are many reasons why discussing your comprehensive estate plan with your beneficiaries is important. Not only can it help … March 20, 2018 2 MIN READ
Estate Planning, Estate Taxes The Role of a Trust Protector Comprehensive estate planning is a long-term process. It is not complete simply because the many pieces of your estate plan … March 17, 2018 2 MIN READ
Asset Protection, Estate Planning Planning for Incapacity A comprehensive estate plan is more than just a Last Will and Testament coupled with a trust. In includes important … March 15, 2018 2 MIN READ
Estate Planning How the New Tax Laws Could Help your Estate Planning Goals The new tax laws taking effect in 2018 give both individuals and couples even more flexibility to plan for their … March 13, 2018 2 MIN READ
Estate Planning Talking to Your Spouse About Estate Planning While comprehensive estate planning is an important discussion it is not typically one families have while sitting around the dinner … March 12, 2018 2 MIN READ
Estate Planning Potential Changes for Retirees Could Mean Changes for Your Estate Plan The impact of the newest tax reform efforts will likely take a long time to settle in. However there are … March 10, 2018 2 MIN READ
What to Do When You Inherit Your Parent’s Home According to the Boston College Center of Wealth and Philanthropy the Baby Boomer generation stands to inherit over $27 trillion … October 27, 2014 2 MIN READ
Estate Planning Understanding the Inheritance Tax There are a lot of considerations when it comes to comprehensive estate planning not the least of which is choosing … February 7, 2018 2 MIN READ
Asset Protection, Estate Administration, Estate Planning What You Should Know About Family Education Trusts Planning for your children’s educational needs is a worthwhile goal. Fortunately various options exist for satisfying this goal. A 529 … October 20, 2021 2 MIN READ
