2009

Dec 20, 2009 •Estate Planning

While the Senate Hands Out Bribes on the Healthcare Bill, Congress Throws Estate Plans Into Disarray.

The Senate has been working around the clock, including handing out what I would call “bribes,” to ensure passage of...

Nov 25, 2009 •Asset Protection Elder Law Medicaid Veterans Benefits & Resources

No Increase in VA Benefits for 2010

2010 Aid and Attendance Benefits will remain the same as 2009 benefit amounts: Veteran with spouse: $1,949/month = $23,396/year Veteran...

Nov 16, 2009 •Elder Law Medicaid Nursing Homes

National Memory Screening Day – Tuesday, November 17

For more information see here From the Alzheimer’s Foundation website: For more information about memory screening, please read “ Memory Matters,” a...

Nov 9, 2009 •Estate Planning Financial Planning

Online Retirement Planning Calculators Measure Risk Poorly

If you are retired or are nearing retirement, the main questions on your mind are probably “Will I run out...

Nov 6, 2009 •Estate Planning

Elghanayan Brothers Provide an Example of How to Divide Property Without Costly Disputes.

It sounds like something straight out of the movies. I love this story of the brothers who peacefully divide up...

Nov 5, 2009 •Elder Law

Average Cost of Nursing Home Inches Closer to $80,000 a Year

Price rollbacks throughout the U.S. economy during the past year did not apply to long-term care service providers, according to...

Nov 4, 2009 •Elder Law Estate Planning Wills

5 Myths About Wills

Excerpts from USA Today Article: 1. Estate planning is for rich people. Unless you live in a cave and subsist...

Oct 29, 2009 •Asset Protection Elder Law Estate Planning Financial Planning Medicaid Nursing Homes

Why You Should Not Transfer Your Assets.

Has someone told you… you need to give your assets away to protect them? If you transfer your assets, you...

Oct 27, 2009 •Elder Law Estate Planning Financial Planning

More Estate Tax Uncertainty

The Estate Tax laws will change, it is just a question of when. My best-educated guess is that the politicians will...

Oct 16, 2009 •Elder Law Estate Planning Financial Planning Trusts

Ohio Court Fines Trust Mill

From the Wills, Trusts and Estates Prof Blog The Supreme Court of Ohio fined two companies (American Family Prepaid Legal...

Oct 15, 2009 •Asset Protection Elder Law Estate Planning Medicaid Nursing Homes Trusts Veterans Benefits & Resources

How Likely Is It That You Will Need Nursing Home Care?

According to the U.S. Congressional Budget Office*, 33% of seniors over age 65 will spend at least 3 to 12...

Oct 12, 2009 •Asset Protection Elder Law Estate Planning Financial Planning

61% of Retirees Are “at Risk”

Center for Retirement Research at Boston College recently calculated the National Retirement Risk Index. They determined that even if households...

Oct 9, 2009 •Elder Law

Conviction in High Profile Elder Abuse Case

Anthony D. Marshall, the son of Brooke Astor, was found guilty of 14 of the 16 counts against him in...

Sep 26, 2009 •Elder Law

Has Your IRA Lost Value in the Down Market? Do You Think Taxes Will Go up Over the Next Few Years? Take Advantage of It.

In 2010, all taxpayers will have an opportunity to convert their traditional IRAs to Roth IRAs. Currently, there are restrictions...