•Elder Law Estate Planning Financial Planning
Things to Remember at Tax Time
April 15th is approaching and it is time to begin crossing T’s and dotting I’s in preparation for paying taxes....
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To Roth or Not to Roth?
Now that 2010 has arrived, people whose incomes were previously too high to permit them to roll over a traditional...
Read MoreCongress Lets Estate Tax Expire, but May Act Retroactively
Congress has had nine years to prevent this from happening but hasn’t been able to. Under the provisions of a...
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Leave a Comment!
I know that many of you readers come here, read what you want, make use of the information you want...
Read MoreBanks Behaving Badly!
What happens when a bank refuses to honor a well-drafted Power of Attorney? I recently received a call from a...
Read MoreWhile 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...
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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...
Read MoreElghanayan 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...
Read More•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...
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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...
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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...
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Guardianships, Conservatorships Explained
Excerpt from the Oakland Press here A guardianship is a court proceeding over someone who is incapacitated and lacks sufficient understanding...
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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...
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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...
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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...
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