Blog

How Do I Know if I’m a Beneficiary?

  • March 18, 2020

The rules for distribution notification depend upon a number of factors: is there a will or are the estate assets being distributed outside of probate? What if there’s no will? If a person dies with a will, their will must…

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Coronavirus

Planning for the Unexpected

  • March 16, 2020

The sudden rise of the coronavirus, COVID-19, has left many unprepared and confused. There are numerous reports of shortages of antibacterial hand sanitizer, disinfecting wipes, and even toilet paper. While we can’t predict when something like COVID-19 might strike, we…

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Is Your Retirement Plan A Plan or a Wish List?

  • March 12, 2020

Whether you are thinking about life-long finances or planning for retirement, it’s always a good idea to discuss ideas and strategies with a professional. When it comes to an estate plan, your best bet is an attorney who focuses their…

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Telehealth

The Telehealth Revolution

  • March 10, 2020

The silver tsunami of Americans aging into 65 or more years puts additional strain on an already overtaxed US health care system which is running low on doctors, nurses, and caregivers. The surge in baby boomer seniors and near seniors…

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When is an Irrevocable Trust Revocable?

  • March 9, 2020

There was a time when irrevocable trusts were truly irrevocable. However, some states now offer ways to make changes—as long as you follow the rules carefully. Warning: penalties for mistakes can be significant, so work with an estate planning attorney…

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Seniors Struggle to Keep Home Health Care

  • March 3, 2020

All across the US, there is a new refrain spoken by Medicare home health providers, including occupational, speech, and physical therapists, social services, as well as intermittent skilled nurses: "Your husband (or whomever) is not going to get better, so…

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What Did the New Tax Laws Do to Charities?

  • March 2, 2020

Do Americans donate to charity because they want to, or for the tax benefits? Unfortunately for the non-profit sector, the numbers for 2018 reflect a downward turn. Americans gave generously in 2018, unless you adjust for inflation. If you do…

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