Latest Articles

5 Year-End Tax Reduction Tips

Nov 10, 2015

Unbelievably, we are within a few weeks of the end of 2015. Shortly thereafter, we will be preparing...

Important! Free Review of Your Estate Plan

Oct 30, 2015

During 2015, Estate Planning and Elder Law Services has been busy contacting our estate planning cli...

Can Someone With Dementia Sign Estate Planning Documents?

Oct 28, 2015

Most, if not all, of our clients have encountered a loved one suffering from dementia. Dementia itse...

Begin Your Annual Medicare Coverage Review During Open Enrollment Period

Oct 22, 2015

Medicare allows its beneficiaries to change their Medicare coverages and once a year. This year that...

Retirement Tax Breaks Targeted For Elimination

Aug 20, 2015

There are plenty of tricks to maximizing your retirement benefits, and more than a few are considere...

Who Gets Mom’s Ceramic Chickens?

Aug 20, 2015

Unlike money, personal belongings usually cannot be divided equally after their owner passes away. F...

Joint Ownership Of Assets Owner Beware!

May 31, 2015

Joint ownership arises where two or more people own an undivided interest in an asset or property. W...

An Unfunded Living Trust Is an Empty Vessel

May 31, 2015

A Living Trust can prevent your assets from going through probate, minimize or even eliminate estate...

Am I Liable If I Sign A Nursing Home Agreement For Someone Else?

Apr 30, 2015

We are often asked by family members whether they are financially responsible for the nursing home b...

What Is a Power of Attorney?

Apr 30, 2015

A power of attorney allows a person you appoint — your “attorney-in-fact” or agent — to act ...