January 6, 2019

Special & Supplemental Needs Trusts and Government Benefits

Understanding Supplemental and Special Needs Trusts is the first step to ensuring future financial stability for any loved ones receiving disability benefits from the government.
January 6, 2019

Other New Tax Provisions

This article summarizes several other changes made to the tax code in its first major overhaul since 1986.
December 27, 2018

IRS Changes for 2018 Taxes

The Internal Revenue Service (IRS) has announced important changes of tax-related provisions for 2018. Here's a summary.
December 20, 2018

Reverse Mortgage Changes

Reverse mortgages can be a useful tool. However, like most loans, a reverse mortgage is not a perfect product and should not be entered into until all of the factors, risks, etc. have been examined and explained to the borrower.
December 6, 2018

Statistics & Risks of Elder Abuse

According to the National Council on Aging, approximately 1 in 10 Americans over the age of 60 have experienced some form of elder abuse, and of the nearly 5 million cases each year, only 7% are ever even reported to the police.
December 5, 2018

An Overview of Social Security

Currently, Social Security provides benefits to survivors, and certain disabled persons, as well as the elderly and helps keep almost 20% of all Americans older than 64 above the government-defined poverty line.
November 20, 2018

Expanded 529 Plans

While experts have and will continue to debate the benefits and costs of the 2017 tax reform for consumers, one clear benefit is the expansion of benefits from the use of a 529 Education Savings Account.
October 26, 2018

The Magic Bank Account

Imagine that you had won the Following *PRIZE* in a contest: Each morning your bank would deposit $86,400 in your private account for your use.
August 30, 2018

Common Misconceptions About Estate Planning

Failing to have a Will or a Trust highlights misconceptions that continue to exist about Elder and Estate Law. Planning for the future now will provide priceless comfort and security for your loved ones after your death.