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Special Needs Legislative Update A new year is an excellent time to take stock and take care of planning. In recent years, some changes have been made in the law that may help those looking to [...]

Historically, the estate tax has come and gone, and in recent years, there has been a great deal of interest in trying to do away with the estate tax again. Donald Trump won this year’s [...]

While the above question may sound like the name of the latest hit comedy, in reality, elderly individuals are removed from their home and taken to other states without their consent all the [...]

I don’t know how this slipped by me with the type of work I do, but July was National Sandwich Generation Month.  I would say a happy belated National Sandwich Generation Month to my clients and [...]

Last month, we discussed the basics of Social Security and also discussed that married couples have several options when deciding when to take their benefits. This month, we will describe two [...]

Today is National Senior Citizen Day! Ronald Regan established this day 25 years ago as a time to recognize the contributions and achievements older adults have made throughout their lives. He [...]

While it may not be the cheeriest topic for a new year’s article, disposition of remains after a person passes away is something that will affect everyone at some time and there are specific laws [...]

According to Department of Veterans Affairs census estimates, there are approximately 13 million veterans and their single surviving spouses age 65 and older. Comparing this to a total of 41 [...]

In 2008, Congress proclaimed the third week in October as National Estate Planning Awareness Week. According to a WealthCounsel survey, nearly 70% of the respondents indicated that Americans fail [...]

Everyone fears the day when we unable to take care of our aging parents anymore. It leaves adult children feeling overwhelmed and heartbroken. A few of the most complicated decisions they face is [...]