A new report finds that almost no retirees are making financially optimal decisions about when to take Social Security and are losing out on more than $100,000 per household in the process. The [...]
If you are considering taking on the responsibility of serving as the trustee of a special needs trust, you will probably have questions about the trustee’s role. Trustees of special needs [...]
When parents ponder how to provide for their child with special needs, they sometimes forget one of the key advantages of a special needs trust that is created while the parents are still alive: [...]
Many parents have their retirement savings socked away in 401(k)s and IRAs. So that your beneficiaries do not have to pay taxes on the funds prematurely, it’s important to properly structure the [...]
After a Medicaid recipient dies, the state must attempt to recoup from his or her estate whatever benefits it paid for the recipient’s care. This is called “estate recovery.” [...]
The new tax law makes it harder to claim a tax deduction for charitable contributions. While charitable giving should not be only about getting a tax break, if you want to get a tax benefit [...]
News of Aretha Franklin’s passing broke on August 16. Just days before, it was reported she was receiving hospice care. The Memphis-born singer sold more than 75 million records in her nearly [...]
When my youngest daughter went away to college, I worried, “Is she getting enough sleep? Is she attending class regularly? Is she remembering to be aware of her surroundings when she goes out at [...]
The days are getting warmer and longer and Spring is surely well on its way to arriving. Along with Spring, comes Spring cleaning and tax preparation. Between the throwing out and organizing [...]
Legacy Estate & Elder Law of Louisiana, LLC in Prairieville, LA is excited to announce that attorney Lisa L. Henson has joined the firm. Lisa L. Henson is an attorney practicing in the areas [...]